Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Amplify Travel Tech ETF AWAY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AWAY Stock Details AWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-300
Closed -$5K – 4175
2023
Q2 		$5K Hold
300
– – ﹤0.01% 3414
2023
Q1 		$5K Buy
+300
New +$5.44K ﹤0.01% 3262
2022
Q1 		– Sell
-630
Closed -$15K – 3517
2021
Q4 		$15K Buy
+630
New +$16.6K ﹤0.01% 2129

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Carson Wealth (CWM LLC)'s AWAY Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of Amplify Travel Tech ETF (AWAY) in Q3 2023, closing a stake of 300 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in AWAY in Q4 2021 and held it in 3 quarters. The position peaked at $15K in Q4 2021. 30 funds tracked by Wall St. Rank hold AWAY as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining Amplify Travel Tech ETF position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 300 Amplify Travel Tech ETF shares in Q3 2023, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Amplify Travel Tech ETF in Q4 2021 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Amplify Travel Tech ETF position peaked at $15K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held Amplify Travel Tech ETF as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.