Carson Wealth (CWM LLC)’s Japan Smaller Capitalization Fund JOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43K | Hold |
4,506
| – | – | ﹤0.01% | 3394 |
|
|
2025
Q1 | $38K | Buy |
4,506
+3,306
| +276% | +$27.9K | ﹤0.01% | 3203 |
|
|
2024
Q4 | $9K | Hold |
1,200
| – | – | ﹤0.01% | 3930 |
|
|
2024
Q3 | $10K | Hold |
1,200
| – | – | ﹤0.01% | 3787 |
|
|
2024
Q2 | $9K | Hold |
1,200
| – | – | ﹤0.01% | 3605 |
|
|
2024
Q1 | $10K | Buy |
+1,200
| New | +$10K | ﹤0.01% | 3335 |
|
|
2019
Q1 | – | Sell |
-4,669
| Closed | -$39K | – | 3079 |
|
|
2018
Q4 | $39K | Buy |
+4,669
| New | +$39K | ﹤0.01% | 936 |
|