Carson Wealth (CWM LLC)’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,000
| Closed | -$51K | – | 5109 |
|
|
2025
Q1 | $51K | Sell |
4,000
-2,631
| -40% | -$33.5K | ﹤0.01% | 2966 |
|
|
2024
Q4 | $87K | Buy |
6,631
+4,253
| +179% | +$55.8K | ﹤0.01% | 2377 |
|
|
2024
Q3 | $30K | Hold |
2,378
| – | – | ﹤0.01% | 3083 |
|
|
2024
Q2 | $29K | Hold |
2,378
| – | – | ﹤0.01% | 2849 |
|
|
2024
Q1 | $28K | Buy |
+2,378
| New | +$28K | ﹤0.01% | 2661 |
|
|
2023
Q1 | – | Sell |
-2,247
| Closed | -$18K | – | 4030 |
|
|
2022
Q4 | $18K | Buy |
+2,247
| New | +$18K | ﹤0.01% | 2433 |
|