Carson Wealth (CWM LLC)’s American Conservative Values ETF ACVF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $54K | Hold |
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|
2025
Q2 | $52K | Hold |
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|
2025
Q1 | $47K | Hold |
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|
2024
Q4 | $48K | Hold |
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|
2024
Q3 | $48K | Hold |
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|
2024
Q2 | $45K | Sell |
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|
2024
Q1 | $103K | Hold |
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|
2023
Q4 | $93K | Hold |
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|
2023
Q3 | $84K | Sell |
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|
2023
Q2 | $90K | Hold |
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|
2023
Q1 | $84K | Hold |
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|
2022
Q4 | $79K | Buy |
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