Carson Wealth (CWM LLC)’s Amalgamated Financial AMAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57K | Sell |
1,823
-1,284
| -41% | -$40.1K | ﹤0.01% | 3164 |
|
|
2025
Q1 | $89K | Sell |
3,107
-641
| -17% | -$18.4K | ﹤0.01% | 2506 |
|
|
2024
Q4 | $125K | Buy |
3,748
+1,334
| +55% | +$44.5K | ﹤0.01% | 2128 |
|
|
2024
Q3 | $76K | Buy |
2,414
+1,034
| +75% | +$32.6K | ﹤0.01% | 2363 |
|
|
2024
Q2 | $38K | Buy |
1,380
+1,203
| +680% | +$33.1K | ﹤0.01% | 2646 |
|
|
2024
Q1 | $4K | Buy |
+177
| New | +$4K | ﹤0.01% | 3721 |
|