CWA
POTX
Carolina Wealth Advisors’s Global X Cannabis ETF POTX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-380
| Closed | -$2.42K | – | 297 |
|
2023
Q2 | $2.42K | Hold |
380
| – | – | ﹤0.01% | 207 |
|
2023
Q1 | $3.45K | Buy |
380
+80
| +27% | +$727 | ﹤0.01% | 198 |
|
2022
Q4 | $3K | Sell |
300
-1,150
| -79% | -$11.5K | ﹤0.01% | 198 |
|
2022
Q3 | $20K | Buy |
1,450
+877
| +153% | +$12.1K | 0.02% | 126 |
|
2022
Q2 | $9K | Sell |
573
-1,427
| -71% | -$22.4K | 0.01% | 173 |
|
2022
Q1 | $11K | Buy |
+2,000
| New | +$11K | 0.01% | 177 |
|
2021
Q4 | – | Sell |
-1,300
| Closed | -$12K | – | 297 |
|
2021
Q3 | $12K | Buy |
1,300
+300
| +30% | +$2.77K | 0.01% | 178 |
|
2021
Q2 | $14K | Buy |
1,000
+200
| +25% | +$2.8K | 0.01% | 181 |
|
2021
Q1 | $13K | Buy |
+800
| New | +$13K | 0.01% | 190 |
|