Carson Wealth (CWM LLC)’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Hold |
1,956
| – | – | ﹤0.01% | 2669 |
|
|
2025
Q1 | $95K | Hold |
1,956
| – | – | ﹤0.01% | 2464 |
|
|
2024
Q4 | $91K | Hold |
1,956
| – | – | ﹤0.01% | 2343 |
|
|
2024
Q3 | $92K | Hold |
1,956
| – | – | ﹤0.01% | 2249 |
|
|
2024
Q2 | $85K | Hold |
1,956
| – | – | ﹤0.01% | 2082 |
|
|
2024
Q1 | $84K | Sell |
1,956
-600
| -23% | -$25.8K | ﹤0.01% | 1982 |
|
|
2023
Q4 | $105K | Hold |
2,556
| – | – | ﹤0.01% | 1732 |
|
|
2023
Q3 | $94K | Hold |
2,556
| – | – | ﹤0.01% | 1665 |
|
|
2023
Q2 | $98K | Sell |
2,556
-730
| -22% | -$28K | ﹤0.01% | 1581 |
|
|
2023
Q1 | $123K | Buy |
3,286
+730
| +29% | +$27.3K | ﹤0.01% | 1383 |
|
|
2022
Q4 | $88K | Hold |
2,556
| – | – | ﹤0.01% | 1432 |
|
|
2022
Q3 | $77K | Sell |
2,556
-346
| -12% | -$10.4K | ﹤0.01% | 1457 |
|
|
2022
Q2 | $98K | Sell |
2,902
-195
| -6% | -$6.59K | ﹤0.01% | 1320 |
|
|
2022
Q1 | $125K | Sell |
3,097
-88
| -3% | -$3.55K | ﹤0.01% | 1241 |
|
|
2021
Q4 | $138K | Buy |
+3,185
| New | +$138K | ﹤0.01% | 1174 |
|
|
2021
Q2 | $175K | Hold |
4,143
| – | – | ﹤0.01% | 942 |
|
|
2021
Q1 | $175K | Hold |
4,143
| – | – | ﹤0.01% | 942 |
|
|
2020
Q4 | $175K | Hold |
4,143
| – | – | ﹤0.01% | 942 |
|
|
2020
Q3 | $175K | Hold |
4,143
| – | – | ﹤0.01% | 942 |
|
|
2020
Q2 | $175K | Hold |
4,143
| – | – | ﹤0.01% | 942 |
|
|
2020
Q1 | $175K | Hold |
4,143
| – | – | ﹤0.01% | 942 |
|
|
2019
Q4 | $175K | Hold |
4,143
| – | – | ﹤0.01% | 942 |
|
|
2019
Q3 | $175K | Hold |
4,143
| – | – | ﹤0.01% | 942 |
|
|
2019
Q2 | $175K | Hold |
4,143
| – | – | ﹤0.01% | 942 |
|
|
2019
Q1 | $175K | Buy |
+4,143
| New | +$175K | ﹤0.01% | 942 |
|