Carson Wealth (CWM LLC)’s Goldman Sachs Future Planet Equity ETF GSFP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7K Sell
206
-188
-48% -$6.39K ﹤0.01% 4447
2025
Q1
$12K Sell
394
-2
-0.5% -$61 ﹤0.01% 4000
2024
Q4
$12K Buy
396
+2
+0.5% +$61 ﹤0.01% 3755
2024
Q3
$13K Hold
394
﹤0.01% 3623
2024
Q2
$12K Sell
394
-2
-0.5% -$61 ﹤0.01% 3429
2024
Q1
$12K Buy
396
+11
+3% +$333 ﹤0.01% 3225
2023
Q4
$12K Sell
385
-29
-7% -$904 ﹤0.01% 3076
2023
Q3
$11K Sell
414
-2
-0.5% -$53 ﹤0.01% 3079
2023
Q2
$13K Buy
+416
New +$13K ﹤0.01% 2915