Carson Wealth (CWM LLC)’s Amplify Transformational Data Sharing ETF BLOK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
24,522
-826
| -3% | -$47.2K | ﹤0.01% | 1092 |
|
|
2025
Q1 | $935K | Buy |
25,348
+1,244
| +5% | +$45.9K | ﹤0.01% | 1166 |
|
|
2024
Q4 | $1.04M | Buy |
24,104
+21,084
| +698% | +$911K | ﹤0.01% | 1060 |
|
|
2024
Q3 | $113K | Buy |
3,020
+64
| +2% | +$2.4K | ﹤0.01% | 2126 |
|
|
2024
Q2 | $105K | Sell |
2,956
-402
| -12% | -$14.3K | ﹤0.01% | 1943 |
|
|
2024
Q1 | $122K | Sell |
3,358
-170
| -5% | -$6.18K | ﹤0.01% | 1763 |
|
|
2023
Q4 | $105K | Sell |
3,528
-112
| -3% | -$3.33K | ﹤0.01% | 1730 |
|
|
2023
Q3 | $73K | Buy |
3,640
+112
| +3% | +$2.25K | ﹤0.01% | 1834 |
|
|
2023
Q2 | $80K | Buy |
3,528
+2
| +0.1% | +$45 | ﹤0.01% | 1681 |
|
|
2023
Q1 | $68K | Hold |
3,526
| – | – | ﹤0.01% | 1695 |
|
|
2022
Q4 | $53K | Sell |
3,526
-631
| -15% | -$9.49K | ﹤0.01% | 1692 |
|
|
2022
Q3 | $77K | Sell |
4,157
-400
| -9% | -$7.41K | ﹤0.01% | 1453 |
|
|
2022
Q2 | $83K | Buy |
4,557
+369
| +9% | +$6.72K | ﹤0.01% | 1384 |
|
|
2022
Q1 | $143K | Buy |
4,188
+268
| +7% | +$9.15K | ﹤0.01% | 1183 |
|
|
2021
Q4 | $157K | Buy |
+3,920
| New | +$157K | ﹤0.01% | 1119 |
|
|
2021
Q2 | $192K | Hold |
4,034
| – | – | ﹤0.01% | 917 |
|
|
2021
Q1 | $192K | Hold |
4,034
| – | – | ﹤0.01% | 917 |
|
|
2020
Q4 | $192K | Hold |
4,034
| – | – | ﹤0.01% | 917 |
|
|
2020
Q3 | $192K | Hold |
4,034
| – | – | ﹤0.01% | 917 |
|
|
2020
Q2 | $192K | Hold |
4,034
| – | – | ﹤0.01% | 917 |
|
|
2020
Q1 | $192K | Hold |
4,034
| – | – | ﹤0.01% | 917 |
|
|
2019
Q4 | $192K | Hold |
4,034
| – | – | ﹤0.01% | 917 |
|
|
2019
Q3 | $192K | Hold |
4,034
| – | – | ﹤0.01% | 917 |
|
|
2019
Q2 | $192K | Hold |
4,034
| – | – | ﹤0.01% | 917 |
|
|
2019
Q1 | $192K | Sell |
4,034
-24,741
| -86% | -$1.18M | ﹤0.01% | 917 |
|
|
2018
Q4 | $425K | Buy |
28,775
+12,142
| +73% | +$179K | 0.01% | 477 |
|
|
2018
Q3 | $337K | Buy |
16,633
+16,576
| +29,081% | +$336K | 0.01% | 426 |
|
|
2018
Q2 | $1K | Hold |
57
| – | – | ﹤0.01% | 1483 |
|
|
2018
Q1 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 1251 |
|