Carson Wealth (CWM LLC)’s iShares MSCI Water Management Multisector ETF IWTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 4290 |
|
|
2025
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 4158 |
|
|
2024
Q4 | $9K | Hold |
300
| – | – | ﹤0.01% | 3929 |
|
|
2024
Q3 | $10K | Hold |
300
| – | – | ﹤0.01% | 3786 |
|
|
2024
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 3604 |
|
|
2024
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 3399 |
|
|
2023
Q4 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 3242 |
|