Carson Wealth (CWM LLC)’s Global X CleanTech ETF CTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4633 |
|
|
2024
Q1 | – | Sell |
-316
| Closed | -$17K | – | 4370 |
|
|
2023
Q4 | $17K | Buy |
316
+36
| +13% | +$1.94K | ﹤0.01% | 2860 |
|
|
2023
Q3 | $15K | Hold |
280
| – | – | ﹤0.01% | 2863 |
|
|
2023
Q2 | $21K | Hold |
280
| – | – | ﹤0.01% | 2590 |
|
|
2023
Q1 | $22K | Buy |
280
+1
| +0.4% | +$79 | ﹤0.01% | 2424 |
|
|
2022
Q4 | $20K | Hold |
279
| – | – | ﹤0.01% | 2355 |
|
|
2022
Q3 | $19K | Hold |
279
| – | – | ﹤0.01% | 2243 |
|
|
2022
Q2 | $19K | Hold |
279
| – | – | ﹤0.01% | 2138 |
|
|
2022
Q1 | $23K | Hold |
279
| – | – | ﹤0.01% | 1982 |
|
|
2021
Q4 | $25K | Buy |
+279
| New | +$25K | ﹤0.01% | 1862 |
|
|
2021
Q2 | $29K | Hold |
279
| – | – | ﹤0.01% | 1623 |
|
|
2021
Q1 | $29K | Hold |
279
| – | – | ﹤0.01% | 1623 |
|
|
2020
Q4 | $29K | Hold |
279
| – | – | ﹤0.01% | 1623 |
|
|
2020
Q3 | $29K | Hold |
279
| – | – | ﹤0.01% | 1623 |
|
|
2020
Q2 | $29K | Hold |
279
| – | – | ﹤0.01% | 1623 |
|
|
2020
Q1 | $29K | Hold |
279
| – | – | ﹤0.01% | 1623 |
|
|
2019
Q4 | $29K | Hold |
279
| – | – | ﹤0.01% | 1623 |
|
|
2019
Q3 | $29K | Hold |
279
| – | – | ﹤0.01% | 1623 |
|
|
2019
Q2 | $29K | Hold |
279
| – | – | ﹤0.01% | 1623 |
|
|
2019
Q1 | $29K | Buy |
+279
| New | +$29K | ﹤0.01% | 1623 |
|