Carson Wealth (CWM LLC)’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,218
| Closed | -$55K | – | 4136 |
|
|
2022
Q1 | $55K | Hold |
1,218
| – | – | ﹤0.01% | 1566 |
|
|
2021
Q4 | $62K | Buy |
+1,218
| New | +$62K | ﹤0.01% | 1488 |
|
|
2021
Q2 | $60K | Hold |
1,218
| – | – | ﹤0.01% | 1320 |
|
|
2021
Q1 | $60K | Hold |
1,218
| – | – | ﹤0.01% | 1320 |
|
|
2020
Q4 | $60K | Hold |
1,218
| – | – | ﹤0.01% | 1320 |
|
|
2020
Q3 | $60K | Hold |
1,218
| – | – | ﹤0.01% | 1320 |
|
|
2020
Q2 | $60K | Hold |
1,218
| – | – | ﹤0.01% | 1320 |
|
|
2020
Q1 | $60K | Hold |
1,218
| – | – | ﹤0.01% | 1320 |
|
|
2019
Q4 | $60K | Hold |
1,218
| – | – | ﹤0.01% | 1320 |
|
|
2019
Q3 | $60K | Hold |
1,218
| – | – | ﹤0.01% | 1320 |
|
|
2019
Q2 | $60K | Hold |
1,218
| – | – | ﹤0.01% | 1320 |
|
|
2019
Q1 | $60K | Buy |
+1,218
| New | +$60K | ﹤0.01% | 1320 |
|