Carson Wealth (CWM LLC)’s WisdomTree Emerging Markets Local Debt Fund ELD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Sell |
1
-1,650
| -100% | – | ﹤0.01% | 5156 |
|
|
2025
Q1 | $44K | Hold |
1,651
| – | – | ﹤0.01% | 3078 |
|
|
2024
Q4 | $42K | Hold |
1,651
| – | – | ﹤0.01% | 2924 |
|
|
2024
Q3 | $46K | Sell |
1,651
-17
| -1% | -$474 | ﹤0.01% | 2747 |
|
|
2024
Q2 | $44K | Hold |
1,668
| – | – | ﹤0.01% | 2556 |
|
|
2024
Q1 | $46K | Sell |
1,668
-386
| -19% | -$10.6K | ﹤0.01% | 2337 |
|
|
2023
Q4 | $58K | Buy |
2,054
+386
| +23% | +$10.9K | ﹤0.01% | 2077 |
|
|
2023
Q3 | $44K | Sell |
1,668
-1
| -0.1% | -$26 | ﹤0.01% | 2134 |
|
|
2023
Q2 | $46K | Buy |
+1,669
| New | +$46K | ﹤0.01% | 2051 |
|
|
2021
Q2 | $12K | Hold |
366
| – | – | ﹤0.01% | 2010 |
|
|
2021
Q1 | $12K | Hold |
366
| – | – | ﹤0.01% | 2010 |
|
|
2020
Q4 | $12K | Hold |
366
| – | – | ﹤0.01% | 2010 |
|
|
2020
Q3 | $12K | Hold |
366
| – | – | ﹤0.01% | 2010 |
|
|
2020
Q2 | $12K | Hold |
366
| – | – | ﹤0.01% | 2010 |
|
|
2020
Q1 | $12K | Hold |
366
| – | – | ﹤0.01% | 2010 |
|
|
2019
Q4 | $12K | Hold |
366
| – | – | ﹤0.01% | 2010 |
|
|
2019
Q3 | $12K | Hold |
366
| – | – | ﹤0.01% | 2010 |
|
|
2019
Q2 | $12K | Hold |
366
| – | – | ﹤0.01% | 2010 |
|
|
2019
Q1 | $12K | Buy |
+366
| New | +$12K | ﹤0.01% | 2010 |
|
|
2016
Q3 | – | Sell |
-95
| Closed | -$4K | – | 1004 |
|
|
2016
Q2 | $4K | Sell |
95
-32
| -25% | -$1.35K | ﹤0.01% | 650 |
|
|
2016
Q1 | $5K | Buy |
+127
| New | +$5K | ﹤0.01% | 592 |
|
|
2015
Q4 | – | Sell |
-44
| Closed | -$2K | – | 698 |
|
|
2015
Q3 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 571 |
|