Carson Wealth (CWM LLC)’s First Trust SkyBridge Crypto Industry and Digital Economy ETF CRPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34K | Hold |
1,471
| – | – | ﹤0.01% | 3546 |
|
|
2025
Q1 | $18K | Hold |
1,471
| – | – | ﹤0.01% | 3739 |
|
|
2024
Q4 | $25K | Hold |
1,471
| – | – | ﹤0.01% | 3278 |
|
|
2024
Q3 | $18K | Hold |
1,471
| – | – | ﹤0.01% | 3419 |
|
|
2024
Q2 | $20K | Hold |
1,471
| – | – | ﹤0.01% | 3104 |
|
|
2024
Q1 | $21K | Sell |
1,471
-1,200
| -45% | -$17.1K | ﹤0.01% | 2859 |
|
|
2023
Q4 | $26K | Hold |
2,671
| – | – | ﹤0.01% | 2589 |
|
|
2023
Q3 | $13K | Buy |
2,671
+800
| +43% | +$3.89K | ﹤0.01% | 2964 |
|
|
2023
Q2 | $11K | Hold |
1,871
| – | – | ﹤0.01% | 3002 |
|
|
2023
Q1 | $9K | Buy |
1,871
+200
| +12% | +$962 | ﹤0.01% | 2994 |
|
|
2022
Q4 | $5K | Hold |
1,671
| – | – | ﹤0.01% | 3147 |
|
|
2022
Q3 | $9K | Hold |
1,671
| – | – | ﹤0.01% | 2734 |
|
|
2022
Q2 | $8K | Buy |
+1,671
| New | +$8K | ﹤0.01% | 2688 |
|
|
2022
Q1 | – | Sell |
-1,716
| Closed | -$29K | – | 3549 |
|
|
2021
Q4 | $29K | Buy |
+1,716
| New | +$29K | ﹤0.01% | 1788 |
|