Carson Wealth (CWM LLC)’s iShares MSCI Europe Financials ETF EUFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46K | Sell |
1,441
-620
| -30% | -$19.8K | ﹤0.01% | 3342 |
|
|
2025
Q1 | $59K | Buy |
2,061
+793
| +63% | +$22.7K | ﹤0.01% | 2831 |
|
|
2024
Q4 | $30K | Sell |
1,268
-285
| -18% | -$6.74K | ﹤0.01% | 3167 |
|
|
2024
Q3 | $38K | Buy |
1,553
+377
| +32% | +$9.23K | ﹤0.01% | 2900 |
|
|
2024
Q2 | $26K | Hold |
1,176
| – | – | ﹤0.01% | 2939 |
|
|
2024
Q1 | $27K | Buy |
1,176
+204
| +21% | +$4.68K | ﹤0.01% | 2701 |
|
|
2023
Q4 | $20K | Sell |
972
-371
| -28% | -$7.63K | ﹤0.01% | 2768 |
|
|
2023
Q3 | $25K | Buy |
1,343
+1,079
| +409% | +$20.1K | ﹤0.01% | 2520 |
|
|
2023
Q2 | $5K | Buy |
264
+198
| +300% | +$3.75K | ﹤0.01% | 3427 |
|
|
2023
Q1 | $1K | Hold |
66
| – | – | ﹤0.01% | 3809 |
|
|
2022
Q4 | $1K | Hold |
66
| – | – | ﹤0.01% | 3731 |
|
|
2022
Q3 | $1K | Hold |
66
| – | – | ﹤0.01% | 3633 |
|
|
2022
Q2 | $1K | Buy |
+66
| New | +$1K | ﹤0.01% | 3522 |
|
|
2022
Q1 | – | Sell |
-104
| Closed | -$2K | – | 3596 |
|
|
2021
Q4 | $2K | Buy |
+104
| New | +$2K | ﹤0.01% | 3100 |
|
|
2021
Q2 | $10K | Hold |
535
| – | – | ﹤0.01% | 2090 |
|
|
2021
Q1 | $10K | Hold |
535
| – | – | ﹤0.01% | 2090 |
|
|
2020
Q4 | $10K | Hold |
535
| – | – | ﹤0.01% | 2090 |
|
|
2020
Q3 | $10K | Hold |
535
| – | – | ﹤0.01% | 2090 |
|
|
2020
Q2 | $10K | Hold |
535
| – | – | ﹤0.01% | 2090 |
|
|
2020
Q1 | $10K | Hold |
535
| – | – | ﹤0.01% | 2090 |
|
|
2019
Q4 | $10K | Hold |
535
| – | – | ﹤0.01% | 2090 |
|
|
2019
Q3 | $10K | Hold |
535
| – | – | ﹤0.01% | 2090 |
|
|
2019
Q2 | $10K | Hold |
535
| – | – | ﹤0.01% | 2090 |
|
|
2019
Q1 | $10K | Buy |
+535
| New | +$10K | ﹤0.01% | 2090 |
|