Carson Wealth (CWM LLC)’s Altus Power, Inc. AMPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,385
| Closed | -$12K | – | 5373 |
|
|
2025
Q1 | $12K | Buy |
2,385
+1,502
| +170% | +$7.56K | ﹤0.01% | 4028 |
|
|
2024
Q4 | $4K | Buy |
883
+480
| +119% | +$2.17K | ﹤0.01% | 4370 |
|
|
2024
Q3 | $1K | Buy |
403
+377
| +1,450% | +$935 | ﹤0.01% | 4767 |
|
|
2024
Q2 | $0 | Sell |
26
-450
| -95% | – | ﹤0.01% | 5012 |
|
|
2024
Q1 | $2K | Hold |
476
| – | – | ﹤0.01% | 4046 |
|
|
2023
Q4 | $3K | Buy |
+476
| New | +$3K | ﹤0.01% | 3756 |
|
|
2023
Q2 | – | Sell |
-36
| Closed | – | – | 4489 |
|
|
2023
Q1 | $0 | Sell |
36
-55
| -60% | – | ﹤0.01% | 4372 |
|
|
2022
Q4 | $1K | Buy |
+91
| New | +$1K | ﹤0.01% | 3877 |
|