Carson Wealth (CWM LLC)’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Sell |
18,156
-3,265
| -15% | -$143K | ﹤0.01% | 1375 |
|
|
2025
Q1 | $779K | Buy |
21,421
+7,560
| +55% | +$275K | ﹤0.01% | 1275 |
|
|
2024
Q4 | $536K | Buy |
13,861
+6,859
| +98% | +$265K | ﹤0.01% | 1347 |
|
|
2024
Q3 | $260K | Buy |
7,002
+3,020
| +76% | +$112K | ﹤0.01% | 1620 |
|
|
2024
Q2 | $142K | Buy |
3,982
+1,345
| +51% | +$48K | ﹤0.01% | 1766 |
|
|
2024
Q1 | $90K | Buy |
2,637
+620
| +31% | +$21.2K | ﹤0.01% | 1932 |
|
|
2023
Q4 | $63K | Sell |
2,017
-36
| -2% | -$1.12K | ﹤0.01% | 2026 |
|
|
2023
Q3 | $55K | Buy |
+2,053
| New | +$55K | ﹤0.01% | 1998 |
|
|
2022
Q2 | – | Sell |
-65
| Closed | -$2K | – | 3729 |
|
|
2022
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 3109 |
|
|
2021
Q4 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 3067 |
|
|
2021
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 2584 |
|
|
2021
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 2584 |
|
|
2020
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 2584 |
|
|
2020
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 2584 |
|
|
2020
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 2584 |
|
|
2020
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 2584 |
|
|
2019
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 2584 |
|
|
2019
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 2584 |
|
|
2019
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 2584 |
|
|
2019
Q1 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 2584 |
|