Carson Wealth (CWM LLC)’s Amplify Online Retail ETF IBUY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Hold |
5,295
| – | – | ﹤0.01% | 1741 |
|
|
2025
Q1 | $318K | Buy |
5,295
+1,082
| +26% | +$65K | ﹤0.01% | 1633 |
|
|
2024
Q4 | $272K | Sell |
4,213
-1,000
| -19% | -$64.6K | ﹤0.01% | 1651 |
|
|
2024
Q3 | $318K | Sell |
5,213
-302
| -5% | -$18.4K | ﹤0.01% | 1505 |
|
|
2024
Q2 | $304K | Buy |
5,515
+227
| +4% | +$12.5K | ﹤0.01% | 1389 |
|
|
2024
Q1 | $307K | Hold |
5,288
| – | – | ﹤0.01% | 1319 |
|
|
2023
Q4 | $285K | Buy |
5,288
+75
| +1% | +$4.04K | ﹤0.01% | 1273 |
|
|
2023
Q3 | $231K | Buy |
5,213
+254
| +5% | +$11.3K | ﹤0.01% | 1252 |
|
|
2023
Q2 | $229K | Buy |
4,959
+374
| +8% | +$17.3K | ﹤0.01% | 1201 |
|
|
2023
Q1 | $203K | Buy |
4,585
+1
| +0% | +$44 | ﹤0.01% | 1193 |
|
|
2022
Q4 | $179K | Hold |
4,584
| – | – | ﹤0.01% | 1140 |
|
|
2022
Q3 | $181K | Hold |
4,584
| – | – | ﹤0.01% | 1095 |
|
|
2022
Q2 | $192K | Buy |
4,584
+280
| +7% | +$11.7K | ﹤0.01% | 1057 |
|
|
2022
Q1 | $283K | Buy |
4,304
+287
| +7% | +$18.9K | ﹤0.01% | 900 |
|
|
2021
Q4 | $354K | Buy |
+4,017
| New | +$354K | ﹤0.01% | 823 |
|
|
2021
Q2 | $383K | Hold |
2,950
| – | – | ﹤0.01% | 723 |
|
|
2021
Q1 | $383K | Hold |
2,950
| – | – | ﹤0.01% | 723 |
|
|
2020
Q4 | $383K | Hold |
2,950
| – | – | ﹤0.01% | 723 |
|
|
2020
Q3 | $383K | Hold |
2,950
| – | – | ﹤0.01% | 723 |
|
|
2020
Q2 | $383K | Hold |
2,950
| – | – | ﹤0.01% | 723 |
|
|
2020
Q1 | $383K | Hold |
2,950
| – | – | ﹤0.01% | 723 |
|
|
2019
Q4 | $383K | Hold |
2,950
| – | – | ﹤0.01% | 723 |
|
|
2019
Q3 | $383K | Hold |
2,950
| – | – | ﹤0.01% | 723 |
|
|
2019
Q2 | $383K | Hold |
2,950
| – | – | ﹤0.01% | 723 |
|
|
2019
Q1 | $383K | Buy |
2,950
+2,891
| +4,900% | +$375K | ﹤0.01% | 723 |
|
|
2018
Q4 | $2K | Hold |
59
| – | – | ﹤0.01% | 1750 |
|
|
2018
Q3 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 1455 |
|