Carson Wealth (CWM LLC)’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $46K | Sell |
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|
2025
Q2 | $57K | Sell |
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|
2025
Q1 | $76K | Sell |
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|
2024
Q4 | $3.56M | Buy |
|
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|
2024
Q3 | $3.41M | Buy |
|
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|
2024
Q2 | $2.98M | Buy |
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|
2024
Q1 | $2.56M | Buy |
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|
2023
Q4 | $1.88M | Buy |
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|
2023
Q3 | $1.71M | Sell |
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|
2023
Q2 | $1.83M | Sell |
|
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|
2023
Q1 | $2.16M | Sell |
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|
2022
Q4 | $6.34M | Sell |
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|
2022
Q3 | $6.53M | Sell |
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|
2022
Q2 | $6.78M | Buy |
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|
2022
Q1 | $7.02M | Buy |
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|
2021
Q4 | $183K | Buy |
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|
2021
Q2 | $169K | Hold |
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|
2021
Q1 | $169K | Hold |
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|
2020
Q4 | $169K | Hold |
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|
2020
Q3 | $169K | Hold |
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|
2020
Q2 | $169K | Hold |
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|
2020
Q1 | $169K | Hold |
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|
2019
Q4 | $169K | Hold |
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|
2019
Q3 | $169K | Hold |
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|
2019
Q2 | $169K | Hold |
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|
2019
Q1 | $169K | Buy |
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