Carson Wealth (CWM LLC)’s 2ndVote Society Defended ETF EGIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-681
Closed -$25K 4651
2023
Q2
$25K Buy
681
+281
+70% +$10.3K ﹤0.01% 2498
2023
Q1
$14K Sell
400
-31
-7% -$1.09K ﹤0.01% 2771
2022
Q4
$14K Buy
431
+400
+1,290% +$13K ﹤0.01% 2632
2022
Q3
$1K Hold
31
﹤0.01% 3833
2022
Q2
$1K Hold
31
﹤0.01% 3695
2022
Q1
$1K Hold
31
﹤0.01% 3442
2021
Q4
$1K Buy
+31
New +$1K ﹤0.01% 3412
2021
Q2
$1K Hold
31
﹤0.01% 2855
2021
Q1
$1K Hold
31
﹤0.01% 2855
2020
Q4
$1K Hold
31
﹤0.01% 2855
2020
Q3
$1K Hold
31
﹤0.01% 2855
2020
Q2
$1K Hold
31
﹤0.01% 2855
2020
Q1
$1K Hold
31
﹤0.01% 2855
2019
Q4
$1K Hold
31
﹤0.01% 2855
2019
Q3
$1K Hold
31
﹤0.01% 2855
2019
Q2
$1K Hold
31
﹤0.01% 2855
2019
Q1
$1K Buy
+31
New +$1K ﹤0.01% 2855