Carson Wealth (CWM LLC)’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Buy |
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|
2025
Q2 | $793K | Sell |
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|
2025
Q1 | $779K | Buy |
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|
2024
Q4 | $536K | Buy |
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|
2024
Q3 | $260K | Buy |
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|
2024
Q2 | $142K | Buy |
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|
2024
Q1 | $90K | Buy |
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|
2023
Q4 | $63K | Sell |
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|
2023
Q3 | $55K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Buy |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $2K | Buy |
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