Carson Wealth (CWM LLC)’s Aptus Defined Risk ETF DRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $32K | Buy |
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|
2024
Q4 | $32K | Buy |
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|
2024
Q3 | $33K | Buy |
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|
2024
Q2 | $29K | Sell |
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|
2024
Q1 | $39K | Hold |
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|
2023
Q4 | $37K | Sell |
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|
2023
Q3 | $41K | Sell |
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|
2023
Q2 | $62K | Sell |
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|
2023
Q1 | $128K | Sell |
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|
2022
Q4 | $14.1M | Sell |
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|
2022
Q3 | $15M | Sell |
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|
2022
Q2 | $20.8M | Buy |
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|
2022
Q1 | $20.6M | Buy |
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|
2021
Q4 | $8.93M | Buy |
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|
2021
Q2 | $2.31M | Hold |
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|
2021
Q1 | $2.31M | Hold |
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|
2020
Q4 | $2.31M | Hold |
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|
2020
Q3 | $2.31M | Hold |
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|
2020
Q2 | $2.31M | Hold |
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|
2020
Q1 | $2.31M | Hold |
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|
2019
Q4 | $2.31M | Hold |
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|
2019
Q3 | $2.31M | Hold |
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|
2019
Q2 | $2.31M | Hold |
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|
2019
Q1 | $2.31M | Buy |
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