CWM
Centric Wealth Management’s First Trust SkyBridge Crypto Industry and Digital Economy ETF CRPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Buy |
28,238
+972
| +4% | +$21.7K | 0.15% | 105 |
|
|
2025
Q1 | $333K | Buy |
27,266
+6,351
| +30% | +$77.7K | 0.09% | 130 |
|
|
2024
Q4 | $349K | Buy |
20,915
+3,739
| +22% | +$62.4K | 0.09% | 134 |
|
|
2024
Q3 | $295K | Buy |
17,176
+406
| +2% | +$6.96K | 0.08% | 144 |
|
|
2024
Q2 | $249K | Sell |
16,770
-4,368
| -21% | -$65K | 0.07% | 144 |
|
|
2024
Q1 | $224K | Buy |
21,138
+1,340
| +7% | +$14.2K | 0.07% | 148 |
|
|
2023
Q4 | $139K | Buy |
19,798
+1,962
| +11% | +$13.8K | 0.05% | 152 |
|
|
2023
Q3 | $88.1K | Buy |
17,836
+2,425
| +16% | +$12K | 0.04% | 119 |
|
|
2023
Q2 | $112K | Buy |
15,411
+970
| +7% | +$7.07K | 0.04% | 116 |
|
|
2023
Q1 | $71.3K | Buy |
14,441
+4,159
| +40% | +$20.5K | 0.03% | 104 |
|
|
2022
Q4 | $33.8K | Buy |
+10,282
| New | +$33.8K | 0.02% | 101 |
|