Carson Wealth (CWM LLC)’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.56M | Buy |
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|
2025
Q2 | $4.32M | Sell |
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|
2025
Q1 | $6.54M | Sell |
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|
2024
Q4 | $6.61M | Sell |
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|
2024
Q3 | $7.03M | Sell |
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|
2024
Q2 | $7.78M | Sell |
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|
2024
Q1 | $8.84M | Sell |
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|
2023
Q4 | $11.6M | Sell |
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|
2023
Q3 | $14.4M | Buy |
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|
2023
Q2 | $10.1M | Buy |
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|
2023
Q1 | $6.29M | Sell |
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|
2022
Q4 | $6.54M | Sell |
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|
2022
Q3 | $19.6M | Buy |
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|
2022
Q2 | $17.1M | Sell |
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|
2022
Q1 | $26.3M | Sell |
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|
2021
Q4 | $32.4M | Buy |
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|
2021
Q2 | $27.1M | Hold |
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|
2021
Q1 | $27.1M | Hold |
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|
2020
Q4 | $27.1M | Hold |
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|
2020
Q3 | $27.1M | Hold |
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|
2020
Q2 | $27.1M | Hold |
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|
2020
Q1 | $27.1M | Hold |
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|
2019
Q4 | $27.1M | Hold |
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|
2019
Q3 | $27.1M | Hold |
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|
2019
Q2 | $27.1M | Hold |
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|
2019
Q1 | $27.1M | Buy |
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