Carson Wealth (CWM LLC)’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
3,670
-10,882
| -75% | -$632K | ﹤0.01% | 2123 |
|
|
2025
Q1 | $800K | Buy |
+14,552
| New | +$800K | ﹤0.01% | 1257 |
|
|
2023
Q3 | – | Sell |
-683
| Closed | -$36K | – | 4256 |
|
|
2023
Q2 | $36K | Buy |
683
+2
| +0.3% | +$105 | ﹤0.01% | 2221 |
|
|
2023
Q1 | $36K | Buy |
681
+2
| +0.3% | +$106 | ﹤0.01% | 2087 |
|
|
2022
Q4 | $34K | Buy |
679
+2
| +0.3% | +$100 | ﹤0.01% | 1994 |
|
|
2022
Q3 | $31K | Buy |
677
+2
| +0.3% | +$92 | ﹤0.01% | 1929 |
|
|
2022
Q2 | $32K | Buy |
675
+2
| +0.3% | +$95 | ﹤0.01% | 1846 |
|
|
2022
Q1 | $39K | Buy |
673
+1
| +0.1% | +$58 | ﹤0.01% | 1712 |
|
|
2021
Q4 | $43K | Buy |
+672
| New | +$43K | ﹤0.01% | 1633 |
|
|
2021
Q2 | $40K | Hold |
669
| – | – | ﹤0.01% | 1485 |
|
|
2021
Q1 | $40K | Hold |
669
| – | – | ﹤0.01% | 1485 |
|
|
2020
Q4 | $40K | Hold |
669
| – | – | ﹤0.01% | 1485 |
|
|
2020
Q3 | $40K | Hold |
669
| – | – | ﹤0.01% | 1485 |
|
|
2020
Q2 | $40K | Hold |
669
| – | – | ﹤0.01% | 1485 |
|
|
2020
Q1 | $40K | Hold |
669
| – | – | ﹤0.01% | 1485 |
|
|
2019
Q4 | $40K | Hold |
669
| – | – | ﹤0.01% | 1485 |
|
|
2019
Q3 | $40K | Hold |
669
| – | – | ﹤0.01% | 1485 |
|
|
2019
Q2 | $40K | Hold |
669
| – | – | ﹤0.01% | 1485 |
|
|
2019
Q1 | $40K | Buy |
+669
| New | +$40K | ﹤0.01% | 1485 |
|