Carson Wealth (CWM LLC)’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1K | Hold |
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|
2025
Q2 | $0 | Hold |
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|
2025
Q1 | $0 | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $50K | Hold |
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|
2023
Q4 | $46K | Hold |
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|
2023
Q3 | $38K | Hold |
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|
2023
Q2 | $44K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $55K | Buy |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $5K | Hold |
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|
2019
Q3 | $5K | Hold |
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|
2019
Q2 | $5K | Hold |
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|
2019
Q1 | $5K | Buy |
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