Carson Wealth (CWM LLC)’s KraneShares Electric Vehicles and Future Mobility Index ETF KARS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,926
| Closed | -$40K | – | 5121 |
|
|
2024
Q4 | $40K | Buy |
1,926
+15
| +0.8% | +$312 | ﹤0.01% | 2958 |
|
|
2024
Q3 | $44K | Sell |
1,911
-1
| -0.1% | -$23 | ﹤0.01% | 2784 |
|
|
2024
Q2 | $37K | Sell |
1,912
-2,778
| -59% | -$53.8K | ﹤0.01% | 2677 |
|
|
2024
Q1 | $105K | Hold |
4,690
| – | – | ﹤0.01% | 1852 |
|
|
2023
Q4 | $121K | Buy |
4,690
+42
| +0.9% | +$1.08K | ﹤0.01% | 1639 |
|
|
2023
Q3 | $128K | Sell |
4,648
-179
| -4% | -$4.93K | ﹤0.01% | 1504 |
|
|
2023
Q2 | $151K | Hold |
4,827
| – | – | ﹤0.01% | 1365 |
|
|
2023
Q1 | $148K | Hold |
4,827
| – | – | ﹤0.01% | 1321 |
|
|
2022
Q4 | $136K | Buy |
4,827
+54
| +1% | +$1.52K | ﹤0.01% | 1252 |
|
|
2022
Q3 | $146K | Hold |
4,773
| – | – | ﹤0.01% | 1167 |
|
|
2022
Q2 | $168K | Hold |
4,773
| – | – | ﹤0.01% | 1107 |
|
|
2022
Q1 | $188K | Hold |
4,773
| – | – | ﹤0.01% | 1057 |
|
|
2021
Q4 | $223K | Buy |
+4,773
| New | +$223K | ﹤0.01% | 977 |
|
|
2021
Q2 | $209K | Hold |
4,476
| – | – | ﹤0.01% | 886 |
|
|
2021
Q1 | $209K | Hold |
4,476
| – | – | ﹤0.01% | 886 |
|
|
2020
Q4 | $209K | Hold |
4,476
| – | – | ﹤0.01% | 886 |
|
|
2020
Q3 | $209K | Hold |
4,476
| – | – | ﹤0.01% | 886 |
|
|
2020
Q2 | $209K | Hold |
4,476
| – | – | ﹤0.01% | 886 |
|
|
2020
Q1 | $209K | Hold |
4,476
| – | – | ﹤0.01% | 886 |
|
|
2019
Q4 | $209K | Hold |
4,476
| – | – | ﹤0.01% | 886 |
|
|
2019
Q3 | $209K | Hold |
4,476
| – | – | ﹤0.01% | 886 |
|
|
2019
Q2 | $209K | Hold |
4,476
| – | – | ﹤0.01% | 886 |
|
|
2019
Q1 | $209K | Buy |
4,476
+2,556
| +133% | +$119K | ﹤0.01% | 886 |
|
|
2018
Q4 | $34K | Buy |
1,920
+1,345
| +234% | +$23.8K | ﹤0.01% | 977 |
|
|
2018
Q3 | $13K | Buy |
+575
| New | +$13K | ﹤0.01% | 1082 |
|