Carson Wealth (CWM LLC)’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-744
| Closed | -$24K | – | 3950 |
|
|
2022
Q1 | $24K | Sell |
744
-513
| -41% | -$16.5K | ﹤0.01% | 1968 |
|
|
2021
Q4 | $44K | Buy |
+1,257
| New | +$44K | ﹤0.01% | 1623 |
|
|
2021
Q2 | $91K | Hold |
2,786
| – | – | ﹤0.01% | 1169 |
|
|
2021
Q1 | $91K | Hold |
2,786
| – | – | ﹤0.01% | 1169 |
|
|
2020
Q4 | $91K | Hold |
2,786
| – | – | ﹤0.01% | 1169 |
|
|
2020
Q3 | $91K | Hold |
2,786
| – | – | ﹤0.01% | 1169 |
|
|
2020
Q2 | $91K | Hold |
2,786
| – | – | ﹤0.01% | 1169 |
|
|
2020
Q1 | $91K | Hold |
2,786
| – | – | ﹤0.01% | 1169 |
|
|
2019
Q4 | $91K | Hold |
2,786
| – | – | ﹤0.01% | 1169 |
|
|
2019
Q3 | $91K | Hold |
2,786
| – | – | ﹤0.01% | 1169 |
|
|
2019
Q2 | $91K | Hold |
2,786
| – | – | ﹤0.01% | 1169 |
|
|
2019
Q1 | $91K | Buy |
+2,786
| New | +$91K | ﹤0.01% | 1169 |
|