Carson Wealth (CWM LLC)’s American Conservative Values ETF ACVF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52K | Hold |
1,095
| – | – | ﹤0.01% | 3243 |
|
|
2025
Q1 | $47K | Hold |
1,095
| – | – | ﹤0.01% | 3029 |
|
|
2024
Q4 | $48K | Hold |
1,095
| – | – | ﹤0.01% | 2825 |
|
|
2024
Q3 | $48K | Hold |
1,095
| – | – | ﹤0.01% | 2711 |
|
|
2024
Q2 | $45K | Sell |
1,095
-1,444
| -57% | -$59.3K | ﹤0.01% | 2536 |
|
|
2024
Q1 | $103K | Hold |
2,539
| – | – | ﹤0.01% | 1864 |
|
|
2023
Q4 | $93K | Hold |
2,539
| – | – | ﹤0.01% | 1807 |
|
|
2023
Q3 | $84K | Sell |
2,539
-111
| -4% | -$3.67K | ﹤0.01% | 1733 |
|
|
2023
Q2 | $90K | Hold |
2,650
| – | – | ﹤0.01% | 1617 |
|
|
2023
Q1 | $84K | Hold |
2,650
| – | – | ﹤0.01% | 1578 |
|
|
2022
Q4 | $79K | Buy |
+2,650
| New | +$79K | ﹤0.01% | 1483 |
|