Carson Wealth (CWM LLC)’s InfraCap MLP ETF AMZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Sell |
20
-85
| -81% | -$4.25K | ﹤0.01% | 4958 |
|
|
2025
Q1 | $5K | Buy |
105
+2
| +2% | +$95 | ﹤0.01% | 4416 |
|
|
2024
Q4 | $4K | Sell |
103
-349
| -77% | -$13.6K | ﹤0.01% | 4266 |
|
|
2024
Q3 | $18K | Buy |
452
+351
| +348% | +$14K | ﹤0.01% | 3412 |
|
|
2024
Q2 | $4K | Buy |
101
+2
| +2% | +$79 | ﹤0.01% | 3924 |
|
|
2024
Q1 | $4K | Buy |
99
+3
| +3% | +$121 | ﹤0.01% | 3724 |
|
|
2023
Q4 | $3K | Sell |
96
-398
| -81% | -$12.4K | ﹤0.01% | 3657 |
|
|
2023
Q3 | $17K | Buy |
494
+2
| +0.4% | +$69 | ﹤0.01% | 2772 |
|
|
2023
Q2 | $16K | Buy |
492
+1
| +0.2% | +$33 | ﹤0.01% | 2765 |
|
|
2023
Q1 | $16K | Buy |
491
+3
| +0.6% | +$98 | ﹤0.01% | 2635 |
|
|
2022
Q4 | $15K | Hold |
488
| – | – | ﹤0.01% | 2537 |
|
|
2022
Q3 | $14K | Buy |
488
+22
| +5% | +$631 | ﹤0.01% | 2445 |
|
|
2022
Q2 | $12K | Buy |
466
+1
| +0.2% | +$26 | ﹤0.01% | 2446 |
|
|
2022
Q1 | $14K | Buy |
465
+19
| +4% | +$572 | ﹤0.01% | 2275 |
|
|
2021
Q4 | $11K | Buy |
+446
| New | +$11K | ﹤0.01% | 2277 |
|
|
2021
Q2 | $6K | Hold |
203
| – | – | ﹤0.01% | 2267 |
|
|
2021
Q1 | $6K | Hold |
203
| – | – | ﹤0.01% | 2267 |
|
|
2020
Q4 | $6K | Hold |
203
| – | – | ﹤0.01% | 2267 |
|
|
2020
Q3 | $6K | Hold |
203
| – | – | ﹤0.01% | 2267 |
|
|
2020
Q2 | $6K | Hold |
203
| – | – | ﹤0.01% | 2267 |
|
|
2020
Q1 | $6K | Buy |
203
+183
| +915% | +$5.41K | ﹤0.01% | 2267 |
|
|
2019
Q4 | $6K | Hold |
20
| – | – | ﹤0.01% | 2267 |
|
|
2019
Q3 | $6K | Hold |
20
| – | – | ﹤0.01% | 2267 |
|
|
2019
Q2 | $6K | Hold |
20
| – | – | ﹤0.01% | 2267 |
|
|
2019
Q1 | $6K | Buy |
+20
| New | +$6K | ﹤0.01% | 2267 |
|
|
2018
Q4 | – | Sell |
-47
| Closed | -$4K | – | 2074 |
|
|
2018
Q3 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 1372 |
|