Carson Wealth (CWM LLC)’s 2ndVote Life Neutral Plus ETF LYFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-727
Closed -$24K 4652
2023
Q2
$24K Sell
727
-1,581
-69% -$52.2K ﹤0.01% 2528
2023
Q1
$73K Buy
2,308
+1,853
+407% +$58.6K ﹤0.01% 1663
2022
Q4
$13K Buy
455
+423
+1,322% +$12.1K ﹤0.01% 2675
2022
Q3
$1K Hold
32
﹤0.01% 3834
2022
Q2
$1K Hold
32
﹤0.01% 3696
2022
Q1
$1K Hold
32
﹤0.01% 3443
2021
Q4
$1K Buy
+32
New +$1K ﹤0.01% 3413
2021
Q2
$1K Hold
32
﹤0.01% 2856
2021
Q1
$1K Hold
32
﹤0.01% 2856
2020
Q4
$1K Hold
32
﹤0.01% 2856
2020
Q3
$1K Hold
32
﹤0.01% 2856
2020
Q2
$1K Hold
32
﹤0.01% 2856
2020
Q1
$1K Hold
32
﹤0.01% 2856
2019
Q4
$1K Hold
32
﹤0.01% 2856
2019
Q3
$1K Hold
32
﹤0.01% 2856
2019
Q2
$1K Hold
32
﹤0.01% 2856
2019
Q1
$1K Buy
+32
New +$1K ﹤0.01% 2856