Carson Wealth (CWM LLC)’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95K | Hold |
10,131
| – | – | ﹤0.01% | 2770 |
|
|
2025
Q1 | $85K | Sell |
10,131
-1,191
| -11% | -$9.99K | ﹤0.01% | 2553 |
|
|
2024
Q4 | $100K | Buy |
11,322
+127
| +1% | +$1.12K | ﹤0.01% | 2283 |
|
|
2024
Q3 | $108K | Hold |
11,195
| – | – | ﹤0.01% | 2152 |
|
|
2024
Q2 | $98K | Buy |
11,195
+1,602
| +17% | +$14K | ﹤0.01% | 1984 |
|
|
2024
Q1 | $91K | Sell |
9,593
-1,274
| -12% | -$12.1K | ﹤0.01% | 1926 |
|
|
2023
Q4 | $115K | Sell |
10,867
-327
| -3% | -$3.46K | ﹤0.01% | 1669 |
|
|
2023
Q3 | $126K | Buy |
11,194
+2,250
| +25% | +$25.3K | ﹤0.01% | 1510 |
|
|
2023
Q2 | $117K | Buy |
8,944
+736
| +9% | +$9.63K | ﹤0.01% | 1491 |
|
|
2023
Q1 | $106K | Sell |
8,208
-1,502
| -15% | -$19.4K | ﹤0.01% | 1461 |
|
|
2022
Q4 | $114K | Sell |
9,710
-4,029
| -29% | -$47.3K | ﹤0.01% | 1321 |
|
|
2022
Q3 | $176K | Buy |
13,739
+8,630
| +169% | +$111K | ﹤0.01% | 1102 |
|
|
2022
Q2 | $75K | Sell |
5,109
-1,819
| -26% | -$26.7K | ﹤0.01% | 1433 |
|
|
2022
Q1 | $119K | Buy |
6,928
+428
| +7% | +$7.35K | ﹤0.01% | 1260 |
|
|
2021
Q4 | $117K | Buy |
+6,500
| New | +$117K | ﹤0.01% | 1234 |
|
|
2021
Q2 | $117K | Hold |
6,500
| – | – | ﹤0.01% | 1076 |
|
|
2021
Q1 | $117K | Hold |
6,500
| – | – | ﹤0.01% | 1076 |
|
|
2020
Q4 | $117K | Hold |
6,500
| – | – | ﹤0.01% | 1076 |
|
|
2020
Q3 | $117K | Hold |
6,500
| – | – | ﹤0.01% | 1076 |
|
|
2020
Q2 | $117K | Hold |
6,500
| – | – | ﹤0.01% | 1076 |
|
|
2020
Q1 | $117K | Hold |
6,500
| – | – | ﹤0.01% | 1076 |
|
|
2019
Q4 | $117K | Hold |
6,500
| – | – | ﹤0.01% | 1076 |
|
|
2019
Q3 | $117K | Hold |
6,500
| – | – | ﹤0.01% | 1076 |
|
|
2019
Q2 | $117K | Hold |
6,500
| – | – | ﹤0.01% | 1076 |
|
|
2019
Q1 | $117K | Buy |
+6,500
| New | +$117K | ﹤0.01% | 1076 |
|