Carson Wealth (CWM LLC)’s 2ndVote Life Neutral Plus ETF LYFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-727
| Closed | -$24K | – | 4665 |
|
|
2023
Q2 | $24K | Sell |
727
-1,581
| -69% | -$50K | ﹤0.01% | 2531 |
|
|
2023
Q1 | $73K | Buy |
2,308
+1,853
| +407% | +$56.9K | ﹤0.01% | 1664 |
|
|
2022
Q4 | $13K | Buy |
455
+423
| +1,322% | +$12.6K | ﹤0.01% | 2677 |
|
|
2022
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 3849 |
|
|
2022
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 3715 |
|
|
2022
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 3462 |
|
|
2021
Q4 | $1K | Buy |
+32
| New | +$1.04K | ﹤0.01% | 3437 |
|
|
2021
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 2895 |
|
|
2021
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 2894 |
|
|
2020
Q4 | $1K | Buy |
+32
| New | +$823 | ﹤0.01% | 2894 |
|