Carson Wealth (CWM LLC)’s Amplify Bloomberg AI Value Chain ETF AIVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 4949 |
|
|
2022
Q4 | – | Sell |
-43
| Closed | -$1K | – | 4278 |
|
|
2022
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 3795 |
|
|
2022
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 3667 |
|
|
2022
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 3240 |
|
|
2021
Q4 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 3192 |
|
|
2021
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 2693 |
|
|
2021
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 2693 |
|
|
2020
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 2693 |
|
|
2020
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 2693 |
|
|
2020
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 2693 |
|
|
2020
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 2693 |
|
|
2019
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 2693 |
|
|
2019
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 2693 |
|
|
2019
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 2693 |
|
|
2019
Q1 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 2693 |
|