Carson Wealth (CWM LLC)’s John Hancock Multifactor Consumer Staples ETF JHMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-90
Closed -$3K 4425
2022
Q3
$3K Hold
90
﹤0.01% 3400
2022
Q2
$3K Hold
90
﹤0.01% 3285
2022
Q1
$3K Hold
90
﹤0.01% 3118
2021
Q4
$3K Buy
+90
New +$3.18K ﹤0.01% 3076
2021
Q2
$3K Hold
90
﹤0.01% 2603
2021
Q1
$3K Hold
90
﹤0.01% 2601
2020
Q4
$3K Hold
90
﹤0.01% 2600
2020
Q3
$3K Hold
90
﹤0.01% 2599
2020
Q2
$3K Hold
90
﹤0.01% 2597
2020
Q1
$3K Hold
90
﹤0.01% 2595
2019
Q4
$3K Hold
90
﹤0.01% 2594
2019
Q3
$3K Hold
90
﹤0.01% 2594
2019
Q2
$3K Hold
90
﹤0.01% 2594
2019
Q1
$3K Buy
+90
New +$2.33K ﹤0.01% 2593

Carson Wealth (CWM LLC)'s JHMS Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of John Hancock Multifactor Consumer Staples ETF (JHMS) in Q4 2022, closing a stake of 90 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in JHMS in Q1 2019 and held it in 14 quarters. The position peaked at $3K in Q3 2022. 0 funds tracked by Wall St. Rank hold JHMS as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining John Hancock Multifactor Consumer Staples ETF position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 90 John Hancock Multifactor Consumer Staples ETF shares in Q4 2022, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in John Hancock Multifactor Consumer Staples ETF in Q1 2019 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s John Hancock Multifactor Consumer Staples ETF position peaked at $3K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held John Hancock Multifactor Consumer Staples ETF as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.