Carson Wealth (CWM LLC)’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55K | Buy |
1,408
+333
| +31% | +$13K | ﹤0.01% | 3197 |
|
|
2025
Q1 | $37K | Buy |
1,075
+6
| +0.6% | +$207 | ﹤0.01% | 3217 |
|
|
2024
Q4 | $38K | Hold |
1,069
| – | – | ﹤0.01% | 2981 |
|
|
2024
Q3 | $38K | Hold |
1,069
| – | – | ﹤0.01% | 2897 |
|
|
2024
Q2 | $37K | Sell |
1,069
-126
| -11% | -$4.36K | ﹤0.01% | 2668 |
|
|
2024
Q1 | $40K | Buy |
1,195
+134
| +13% | +$4.49K | ﹤0.01% | 2444 |
|
|
2023
Q4 | $31K | Buy |
1,061
+139
| +15% | +$4.06K | ﹤0.01% | 2484 |
|
|
2023
Q3 | $24K | Buy |
+922
| New | +$24K | ﹤0.01% | 2553 |
|