Carson Wealth (CWM LLC)’s iShares Frontier and Select EM ETF FM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-116
| Closed | -$3K | – | 5313 |
|
|
2024
Q2 | $3K | Hold |
116
| – | – | ﹤0.01% | 4143 |
|
|
2024
Q1 | $3K | Hold |
116
| – | – | ﹤0.01% | 3913 |
|
|
2023
Q4 | $3K | Hold |
116
| – | – | ﹤0.01% | 3763 |
|
|
2023
Q3 | $3K | Hold |
116
| – | – | ﹤0.01% | 3739 |
|
|
2023
Q2 | $3K | Hold |
116
| – | – | ﹤0.01% | 3729 |
|
|
2023
Q1 | $3K | Hold |
116
| – | – | ﹤0.01% | 3595 |
|
|
2022
Q4 | $3K | Hold |
116
| – | – | ﹤0.01% | 3485 |
|
|
2022
Q3 | $3K | Hold |
116
| – | – | ﹤0.01% | 3393 |
|
|
2022
Q2 | $3K | Hold |
116
| – | – | ﹤0.01% | 3276 |
|
|
2022
Q1 | $4K | Hold |
116
| – | – | ﹤0.01% | 2979 |
|
|
2021
Q4 | $4K | Buy |
+116
| New | +$4K | ﹤0.01% | 2915 |
|
|
2021
Q2 | $4K | Hold |
116
| – | – | ﹤0.01% | 2470 |
|
|
2021
Q1 | $4K | Hold |
116
| – | – | ﹤0.01% | 2470 |
|
|
2020
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 2470 |
|
|
2020
Q3 | $4K | Hold |
116
| – | – | ﹤0.01% | 2470 |
|
|
2020
Q2 | $4K | Hold |
116
| – | – | ﹤0.01% | 2470 |
|
|
2020
Q1 | $4K | Hold |
116
| – | – | ﹤0.01% | 2470 |
|
|
2019
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 2470 |
|
|
2019
Q3 | $4K | Hold |
116
| – | – | ﹤0.01% | 2470 |
|
|
2019
Q2 | $4K | Hold |
116
| – | – | ﹤0.01% | 2470 |
|
|
2019
Q1 | $4K | Sell |
116
-237
| -67% | -$8.17K | ﹤0.01% | 2470 |
|
|
2018
Q4 | $9K | Buy |
353
+79
| +29% | +$2.01K | ﹤0.01% | 1387 |
|
|
2018
Q3 | $8K | Buy |
274
+69
| +34% | +$2.02K | ﹤0.01% | 1235 |
|
|
2018
Q2 | $6K | Sell |
205
-25
| -11% | -$732 | ﹤0.01% | 1168 |
|
|
2018
Q1 | $8K | Buy |
+230
| New | +$8K | ﹤0.01% | 916 |
|