CWP
Core Wealth Partners’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
8,292
+7
| +0.1% | +$306 | 0.18% | 108 |
|
|
2025
Q1 | $301K | Hold |
8,285
| – | – | 0.18% | 119 |
|
|
2024
Q4 | $320K | Buy |
8,285
+389
| +5% | +$15K | 0.18% | 115 |
|
|
2024
Q3 | $293K | Buy |
7,896
+7
| +0.1% | +$260 | 0.18% | 116 |
|
|
2024
Q2 | $281K | Buy |
7,889
+1,008
| +15% | +$35.9K | 0.19% | 107 |
|
|
2024
Q1 | $234K | Buy |
+6,881
| New | +$234K | 0.18% | 117 |
|