Carson Wealth (CWM LLC)’s AllianzIM U.S. Large Cap Buffer10 Mar ETF MART Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $303K | Sell |
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|
2025
Q2 | $289K | Sell |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $338K | Hold |
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|
2024
Q3 | $330K | Sell |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $307K | Sell |
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|
2023
Q4 | $322K | Sell |
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|
2023
Q3 | $381K | Hold |
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|
2023
Q2 | $388K | Hold |
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|
2023
Q1 | $365K | Buy |
|