Carson Wealth (CWM LLC)’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 5272 |
|
|
2025
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 5170 |
|
|
2024
Q2 | – | Sell |
-1,400
| Closed | -$50K | – | 4893 |
|
|
2024
Q1 | $50K | Hold |
1,400
| – | – | ﹤0.01% | 2299 |
|
|
2023
Q4 | $46K | Hold |
1,400
| – | – | ﹤0.01% | 2230 |
|
|
2023
Q3 | $38K | Hold |
1,400
| – | – | ﹤0.01% | 2252 |
|
|
2023
Q2 | $44K | Buy |
+1,400
| New | +$44K | ﹤0.01% | 2078 |
|
|
2023
Q1 | – | Sell |
-1,800
| Closed | -$55K | – | 4299 |
|
|
2022
Q4 | $55K | Buy |
+1,800
| New | +$55K | ﹤0.01% | 1678 |
|
|
2021
Q2 | $5K | Hold |
112
| – | – | ﹤0.01% | 2359 |
|
|
2021
Q1 | $5K | Hold |
112
| – | – | ﹤0.01% | 2359 |
|
|
2020
Q4 | $5K | Hold |
112
| – | – | ﹤0.01% | 2359 |
|
|
2020
Q3 | $5K | Hold |
112
| – | – | ﹤0.01% | 2359 |
|
|
2020
Q2 | $5K | Hold |
112
| – | – | ﹤0.01% | 2359 |
|
|
2020
Q1 | $5K | Hold |
112
| – | – | ﹤0.01% | 2359 |
|
|
2019
Q4 | $5K | Hold |
112
| – | – | ﹤0.01% | 2359 |
|
|
2019
Q3 | $5K | Hold |
112
| – | – | ﹤0.01% | 2359 |
|
|
2019
Q2 | $5K | Hold |
112
| – | – | ﹤0.01% | 2359 |
|
|
2019
Q1 | $5K | Buy |
+112
| New | +$5K | ﹤0.01% | 2359 |
|