Carson Wealth (CWM LLC)’s Alerian Energy Infrastructure ETF ENFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Buy |
3,809
+324
| +9% | +$10.5K | ﹤0.01% | 2546 |
|
|
2025
Q1 | $114K | Hold |
3,485
| – | – | ﹤0.01% | 2321 |
|
|
2024
Q4 | $109K | Hold |
3,485
| – | – | ﹤0.01% | 2224 |
|
|
2024
Q3 | $99K | Hold |
3,485
| – | – | ﹤0.01% | 2194 |
|
|
2024
Q2 | $93K | Hold |
3,485
| – | – | ﹤0.01% | 2012 |
|
|
2024
Q1 | $89K | Buy |
3,485
+213
| +7% | +$5.44K | ﹤0.01% | 1944 |
|
|
2023
Q4 | $76K | Hold |
3,272
| – | – | ﹤0.01% | 1911 |
|
|
2023
Q3 | $73K | Hold |
3,272
| – | – | ﹤0.01% | 1835 |
|
|
2023
Q2 | $71K | Hold |
3,272
| – | – | ﹤0.01% | 1760 |
|
|
2023
Q1 | $68K | Hold |
3,272
| – | – | ﹤0.01% | 1697 |
|
|
2022
Q4 | $69K | Buy |
+3,272
| New | +$69K | ﹤0.01% | 1551 |
|