Carson Wealth (CWM LLC)’s Columbia U.S. Equity Income ETF EQIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74K | Sell |
1,650
-882
| -35% | -$39.6K | ﹤0.01% | 2966 |
|
|
2025
Q1 | $116K | Sell |
2,532
-15
| -0.6% | -$687 | ﹤0.01% | 2308 |
|
|
2024
Q4 | $113K | Sell |
2,547
-107
| -4% | -$4.75K | ﹤0.01% | 2206 |
|
|
2024
Q3 | $126K | Buy |
+2,654
| New | +$126K | ﹤0.01% | 2047 |
|
|
2024
Q2 | – | Sell |
-7,536
| Closed | -$336K | – | 5000 |
|
|
2024
Q1 | $336K | Sell |
7,536
-23,711
| -76% | -$1.06M | ﹤0.01% | 1288 |
|
|
2023
Q4 | $1.27M | Buy |
31,247
+1,733
| +6% | +$70.4K | 0.01% | 709 |
|
|
2023
Q3 | $1.11M | Buy |
29,514
+29,441
| +40,330% | +$1.1M | 0.01% | 703 |
|
|
2023
Q2 | $3K | Buy |
+73
| New | +$3K | ﹤0.01% | 3715 |
|