Carson Wealth (CWM LLC)’s American Century Focused Dynamic Growth ETF FDG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16K | Hold |
150
| – | – | ﹤0.01% | 4031 |
|
2025
Q1 | $14K | Hold |
150
| – | – | ﹤0.01% | 3908 |
|
2024
Q4 | $16K | Hold |
150
| – | – | ﹤0.01% | 3577 |
|
2024
Q3 | $14K | Hold |
150
| – | – | ﹤0.01% | 3580 |
|
2024
Q2 | $13K | Hold |
150
| – | – | ﹤0.01% | 3377 |
|
2024
Q1 | $12K | Hold |
150
| – | – | ﹤0.01% | 3221 |
|
2023
Q4 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 3128 |
|