Carson Wealth (CWM LLC)
LYFE

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

Carson Wealth (CWM LLC)’s Portfolio LYFE Stock Details LYFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-727
Closed -$24K – 4662
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

Other funds holding LYFE

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Carson Wealth (CWM LLC)'s LYFE Position: Q3 2023 in Review

Carson Wealth (CWM LLC) sold out of 2ndVote Life Neutral Plus ETF (LYFE) in Q3 2023, closing a stake of 727 shares — an estimated $24K sold.

Carson Wealth (CWM LLC) first reported a position in LYFE in Q4 2020 and held it in 10 quarters. The position peaked at $73K in Q1 2023. 1 fund tracked by Wall St. Rank holds LYFE as of Q3 2023.

  • Carson Wealth (CWM LLC) reported no remaining 2ndVote Life Neutral Plus ETF position as of Q3 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 727 2ndVote Life Neutral Plus ETF shares in Q3 2023, an estimated $24K.
  • Carson Wealth (CWM LLC) first reported a position in 2ndVote Life Neutral Plus ETF in Q4 2020 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s 2ndVote Life Neutral Plus ETF position peaked at $73K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held 2ndVote Life Neutral Plus ETF as of Q3 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2023, filed 11 Oct 2023.