Carson Wealth (CWM LLC)’s iShares Future AI & Tech ETF ARTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
32,979
+1,226
| +4% | +$50.3K | ﹤0.01% | 1114 |
|
|
2025
Q1 | $999K | Buy |
31,753
+4,785
| +18% | +$151K | ﹤0.01% | 1126 |
|
|
2024
Q4 | $1M | Buy |
26,968
+17
| +0.1% | +$630 | ﹤0.01% | 1085 |
|
|
2024
Q3 | $923K | Sell |
26,951
-27
| -0.1% | -$925 | ﹤0.01% | 1082 |
|
|
2024
Q2 | $895K | Sell |
26,978
-224
| -0.8% | -$7.43K | ﹤0.01% | 948 |
|
|
2024
Q1 | $934K | Sell |
27,202
-547
| -2% | -$18.8K | ﹤0.01% | 887 |
|
|
2023
Q4 | $957K | Buy |
27,749
+5,158
| +23% | +$178K | 0.01% | 822 |
|
|
2023
Q3 | $690K | Buy |
22,591
+14,425
| +177% | +$441K | ﹤0.01% | 876 |
|
|
2023
Q2 | $270K | Buy |
8,166
+5,657
| +225% | +$187K | ﹤0.01% | 1151 |
|
|
2023
Q1 | $79K | Buy |
+2,509
| New | +$79K | ﹤0.01% | 1616 |
|
|
2022
Q1 | – | Sell |
-90
| Closed | -$4K | – | 3894 |
|
|
2021
Q4 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 2891 |
|
|
2021
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 2463 |
|
|
2021
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 2463 |
|
|
2020
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 2463 |
|
|
2020
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 2463 |
|
|
2020
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 2463 |
|
|
2020
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 2463 |
|
|
2019
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 2463 |
|
|
2019
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 2463 |
|
|
2019
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 2463 |
|
|
2019
Q1 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 2463 |
|