Carson Wealth (CWM LLC)’s LeaderShares AlphaFactor Tactical Focused ETF LSAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-441
| Closed | -$15K | – | 3951 |
|
|
2022
Q1 | $15K | Hold |
441
| – | – | ﹤0.01% | 2249 |
|
|
2021
Q4 | $16K | Buy |
+441
| New | +$16K | ﹤0.01% | 2106 |
|
|
2021
Q2 | $66K | Hold |
1,898
| – | – | ﹤0.01% | 1287 |
|
|
2021
Q1 | $66K | Hold |
1,898
| – | – | ﹤0.01% | 1287 |
|
|
2020
Q4 | $66K | Hold |
1,898
| – | – | ﹤0.01% | 1287 |
|
|
2020
Q3 | $66K | Hold |
1,898
| – | – | ﹤0.01% | 1287 |
|
|
2020
Q2 | $66K | Hold |
1,898
| – | – | ﹤0.01% | 1287 |
|
|
2020
Q1 | $66K | Hold |
1,898
| – | – | ﹤0.01% | 1287 |
|
|
2019
Q4 | $66K | Hold |
1,898
| – | – | ﹤0.01% | 1287 |
|
|
2019
Q3 | $66K | Hold |
1,898
| – | – | ﹤0.01% | 1287 |
|
|
2019
Q2 | $66K | Hold |
1,898
| – | – | ﹤0.01% | 1287 |
|
|
2019
Q1 | $66K | Buy |
+1,898
| New | +$66K | ﹤0.01% | 1287 |
|