Carson Wealth (CWM LLC)’s DeltaShares S&P International Managed Risk ETF DMRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $45K | Sell |
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|
2021
Q4 | $77K | Buy |
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|
2021
Q2 | $571K | Hold |
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|
2021
Q1 | $571K | Hold |
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|
2020
Q4 | $571K | Hold |
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|
2020
Q3 | $571K | Hold |
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|
2020
Q2 | $571K | Hold |
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|
2020
Q1 | $571K | Hold |
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|
2019
Q4 | $571K | Hold |
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|
2019
Q3 | $571K | Hold |
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|
2019
Q2 | $571K | Hold |
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|
2019
Q1 | $571K | Sell |
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|
2018
Q4 | $3.64M | Buy |
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|
2018
Q3 | $3.82M | Buy |
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|
2018
Q2 | $2.25M | Buy |
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|
2018
Q1 | $510K | Buy |
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|
2017
Q4 | $1K | Buy |
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