Carson Wealth (CWM LLC)’s Tidal ETF Trust SoFi Be Your Own Boss ETF BYOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-175
| Closed | -$4K | – | 4145 |
|
|
2022
Q1 | $4K | Hold |
175
| – | – | ﹤0.01% | 2971 |
|
|
2021
Q4 | $5K | Buy |
+175
| New | +$5K | ﹤0.01% | 2769 |
|
|
2021
Q2 | $7K | Hold |
175
| – | – | ﹤0.01% | 2259 |
|
|
2021
Q1 | $7K | Hold |
175
| – | – | ﹤0.01% | 2259 |
|
|
2020
Q4 | $7K | Hold |
175
| – | – | ﹤0.01% | 2259 |
|
|
2020
Q3 | $7K | Hold |
175
| – | – | ﹤0.01% | 2259 |
|
|
2020
Q2 | $7K | Hold |
175
| – | – | ﹤0.01% | 2259 |
|
|
2020
Q1 | $7K | Hold |
175
| – | – | ﹤0.01% | 2259 |
|
|
2019
Q4 | $7K | Hold |
175
| – | – | ﹤0.01% | 2259 |
|
|
2019
Q3 | $7K | Hold |
175
| – | – | ﹤0.01% | 2259 |
|
|
2019
Q2 | $7K | Hold |
175
| – | – | ﹤0.01% | 2259 |
|
|
2019
Q1 | $7K | Buy |
+175
| New | +$7K | ﹤0.01% | 2259 |
|