Carson Wealth (CWM LLC)’s Amplify Mobile Payments ETF IPAY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $517K | Hold |
8,635
| – | – | ﹤0.01% | 1572 |
|
2025
Q1 | $459K | Buy |
8,635
+1,091
| +14% | +$58K | ﹤0.01% | 1482 |
|
2024
Q4 | $437K | Sell |
7,544
-1,287
| -15% | -$74.6K | ﹤0.01% | 1435 |
|
2024
Q3 | $462K | Sell |
8,831
-318
| -3% | -$16.6K | ﹤0.01% | 1346 |
|
2024
Q2 | $428K | Buy |
9,149
+94
| +1% | +$4.4K | ﹤0.01% | 1253 |
|
2024
Q1 | $477K | Buy |
9,055
+249
| +3% | +$13.1K | ﹤0.01% | 1157 |
|
2023
Q4 | $409K | Sell |
8,806
-200
| -2% | -$9.29K | ﹤0.01% | 1130 |
|
2023
Q3 | $352K | Sell |
9,006
-183
| -2% | -$7.15K | ﹤0.01% | 1097 |
|
2023
Q2 | $392K | Buy |
9,189
+43
| +0.5% | +$1.83K | ﹤0.01% | 1015 |
|
2023
Q1 | $381K | Buy |
9,146
+340
| +4% | +$14.2K | ﹤0.01% | 974 |
|
2022
Q4 | $346K | Sell |
8,806
-569
| -6% | -$22.4K | ﹤0.01% | 909 |
|
2022
Q3 | $354K | Sell |
9,375
-236
| -2% | -$8.91K | ﹤0.01% | 849 |
|
2022
Q2 | $376K | Sell |
9,611
-2,152
| -18% | -$84.2K | ﹤0.01% | 816 |
|
2022
Q1 | $613K | Sell |
11,763
-3,241
| -22% | -$169K | ﹤0.01% | 667 |
|
2021
Q4 | $871K | Buy |
+15,004
| New | +$871K | 0.01% | 602 |
|
2021
Q2 | $888K | Hold |
12,614
| – | – | 0.01% | 583 |
|
2021
Q1 | $888K | Hold |
12,614
| – | – | 0.01% | 583 |
|
2020
Q4 | $888K | Hold |
12,614
| – | – | 0.01% | 583 |
|
2020
Q3 | $888K | Hold |
12,614
| – | – | 0.01% | 583 |
|
2020
Q2 | $888K | Hold |
12,614
| – | – | 0.01% | 583 |
|
2020
Q1 | $888K | Hold |
12,614
| – | – | 0.01% | 583 |
|
2019
Q4 | $888K | Hold |
12,614
| – | – | 0.01% | 583 |
|
2019
Q3 | $888K | Hold |
12,614
| – | – | 0.01% | 583 |
|
2019
Q2 | $888K | Hold |
12,614
| – | – | 0.01% | 583 |
|
2019
Q1 | $888K | Buy |
+12,614
| New | +$888K | 0.01% | 583 |
|