Carson Wealth (CWM LLC)’s Goldman Sachs Future Health Care Equity ETF GDOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
8,764
-1,537
| -15% | -$48.8K | ﹤0.01% | 1922 |
|
|
2025
Q1 | $332K | Buy |
10,301
+39
| +0.4% | +$1.26K | ﹤0.01% | 1615 |
|
|
2024
Q4 | $330K | Buy |
10,262
+1,034
| +11% | +$33.3K | ﹤0.01% | 1536 |
|
|
2024
Q3 | $331K | Buy |
9,228
+145
| +2% | +$5.2K | ﹤0.01% | 1489 |
|
|
2024
Q2 | $319K | Buy |
9,083
+375
| +4% | +$13.2K | ﹤0.01% | 1363 |
|
|
2024
Q1 | $303K | Buy |
8,708
+820
| +10% | +$28.5K | ﹤0.01% | 1326 |
|
|
2023
Q4 | $258K | Buy |
7,888
+724
| +10% | +$23.7K | ﹤0.01% | 1302 |
|
|
2023
Q3 | $217K | Buy |
7,164
+5,160
| +257% | +$156K | ﹤0.01% | 1281 |
|
|
2023
Q2 | $67K | Buy |
+2,004
| New | +$67K | ﹤0.01% | 1793 |
|