Carson Wealth (CWM LLC)’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Hold |
220
| – | – | ﹤0.01% | 4659 |
|
|
2025
Q1 | $4K | Hold |
220
| – | – | ﹤0.01% | 4511 |
|
|
2024
Q4 | $4K | Hold |
220
| – | – | ﹤0.01% | 4277 |
|
|
2024
Q3 | $4K | Hold |
220
| – | – | ﹤0.01% | 4162 |
|
|
2024
Q2 | $4K | Hold |
220
| – | – | ﹤0.01% | 3934 |
|
|
2024
Q1 | $4K | Hold |
220
| – | – | ﹤0.01% | 3735 |
|
|
2023
Q4 | $4K | Buy |
+220
| New | +$4K | ﹤0.01% | 3574 |
|
|
2022
Q1 | – | Sell |
-1,655
| Closed | -$29K | – | 3533 |
|
|
2021
Q4 | $29K | Buy |
+1,655
| New | +$29K | ﹤0.01% | 1787 |
|
|
2021
Q2 | $142K | Hold |
7,812
| – | – | ﹤0.01% | 1011 |
|
|
2021
Q1 | $142K | Hold |
7,812
| – | – | ﹤0.01% | 1011 |
|
|
2020
Q4 | $142K | Hold |
7,812
| – | – | ﹤0.01% | 1011 |
|
|
2020
Q3 | $142K | Hold |
7,812
| – | – | ﹤0.01% | 1011 |
|
|
2020
Q2 | $142K | Hold |
7,812
| – | – | ﹤0.01% | 1011 |
|
|
2020
Q1 | $142K | Hold |
7,812
| – | – | ﹤0.01% | 1011 |
|
|
2019
Q4 | $142K | Hold |
7,812
| – | – | ﹤0.01% | 1011 |
|
|
2019
Q3 | $142K | Hold |
7,812
| – | – | ﹤0.01% | 1011 |
|
|
2019
Q2 | $142K | Hold |
7,812
| – | – | ﹤0.01% | 1011 |
|
|
2019
Q1 | $142K | Buy |
+7,812
| New | +$142K | ﹤0.01% | 1011 |
|