Carson Wealth (CWM LLC)’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 4749 |
|
|
2024
Q4 | – | Sell |
-7,449
| Closed | -$423K | – | 4959 |
|
|
2024
Q3 | $423K | Buy |
+7,449
| New | +$423K | ﹤0.01% | 1393 |
|
|
2023
Q3 | – | Sell |
-1,208
| Closed | -$55K | – | 4238 |
|
|
2023
Q2 | $55K | Buy |
1,208
+4
| +0.3% | +$182 | ﹤0.01% | 1903 |
|
|
2023
Q1 | $52K | Buy |
1,204
+4
| +0.3% | +$173 | ﹤0.01% | 1843 |
|
|
2022
Q4 | $49K | Hold |
1,200
| – | – | ﹤0.01% | 1744 |
|
|
2022
Q3 | $44K | Buy |
+1,200
| New | +$44K | ﹤0.01% | 1711 |
|