Carson Wealth (CWM LLC)’s VanEck CLO ETF CLOI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
254
+3
| +1% | +$154 | ﹤0.01% | 4144 |
|
|
2025
Q1 | $13K | Buy |
251
+3
| +1% | +$155 | ﹤0.01% | 3940 |
|
|
2024
Q4 | $13K | Buy |
248
+5
| +2% | +$262 | ﹤0.01% | 3699 |
|
|
2024
Q3 | $13K | Buy |
+243
| New | +$13K | ﹤0.01% | 3612 |
|
|
2024
Q1 | – | Sell |
-311
| Closed | -$16K | – | 4353 |
|
|
2023
Q4 | $16K | Buy |
311
+272
| +697% | +$14K | ﹤0.01% | 2894 |
|
|
2023
Q3 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 3766 |
|