Carson Wealth (CWM LLC)’s Xtrackers MSCI All World ex US High Dividend Yield Equity ETF HDAW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-254
| Closed | -$6K | – | 4130 |
|
|
2022
Q1 | $6K | Hold |
254
| – | – | ﹤0.01% | 2789 |
|
|
2021
Q4 | $6K | Buy |
+254
| New | +$6K | ﹤0.01% | 2671 |
|
|
2021
Q2 | $7K | Hold |
254
| – | – | ﹤0.01% | 2258 |
|
|
2021
Q1 | $7K | Hold |
254
| – | – | ﹤0.01% | 2258 |
|
|
2020
Q4 | $7K | Hold |
254
| – | – | ﹤0.01% | 2258 |
|
|
2020
Q3 | $7K | Hold |
254
| – | – | ﹤0.01% | 2258 |
|
|
2020
Q2 | $7K | Hold |
254
| – | – | ﹤0.01% | 2258 |
|
|
2020
Q1 | $7K | Hold |
254
| – | – | ﹤0.01% | 2258 |
|
|
2019
Q4 | $7K | Hold |
254
| – | – | ﹤0.01% | 2258 |
|
|
2019
Q3 | $7K | Hold |
254
| – | – | ﹤0.01% | 2258 |
|
|
2019
Q2 | $7K | Hold |
254
| – | – | ﹤0.01% | 2258 |
|
|
2019
Q1 | $7K | Buy |
254
+43
| +20% | +$1.19K | ﹤0.01% | 2258 |
|
|
2018
Q4 | $5K | Buy |
+211
| New | +$5K | ﹤0.01% | 1552 |
|