Carson Wealth (CWM LLC)’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17K | Hold |
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|
2025
Q2 | $16K | Sell |
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|
2025
Q1 | $50K | Buy |
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|
2024
Q4 | $36K | Sell |
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|
2024
Q3 | $38K | Buy |
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|
2024
Q2 | $35K | Hold |
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|
2024
Q1 | $35K | Sell |
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|
2023
Q4 | $39K | Sell |
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|
2023
Q3 | $37K | Sell |
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|
2023
Q2 | $49K | Sell |
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|
2023
Q1 | $390K | Buy |
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|
2022
Q4 | $69K | Hold |
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|
2022
Q3 | $71K | Sell |
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|
2022
Q2 | $83K | Sell |
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|
2022
Q1 | $114K | Sell |
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|
2021
Q4 | $8.99M | Buy |
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|
2021
Q2 | $2.35M | Hold |
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|
2021
Q1 | $2.35M | Hold |
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|
2020
Q4 | $2.35M | Hold |
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|
2020
Q3 | $2.35M | Hold |
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|
2020
Q2 | $2.35M | Hold |
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|
2020
Q1 | $2.35M | Hold |
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|
2019
Q4 | $2.35M | Hold |
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|
2019
Q3 | $2.35M | Hold |
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|
2019
Q2 | $2.35M | Hold |
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|
2019
Q1 | $2.35M | Buy |
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