Carson Wealth (CWM LLC)’s First Trust Multi-Manager Large Growth ETF MMLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Hold |
204
| – | – | ﹤0.01% | 4465 |
|
|
2025
Q1 | $6K | Hold |
204
| – | – | ﹤0.01% | 4374 |
|
|
2024
Q4 | $6K | Sell |
204
-778
| -79% | -$22.9K | ﹤0.01% | 4128 |
|
|
2024
Q3 | $28K | Sell |
982
-2,925
| -75% | -$83.4K | ﹤0.01% | 3149 |
|
|
2024
Q2 | $110K | Sell |
3,907
-2,915
| -43% | -$82.1K | ﹤0.01% | 1910 |
|
|
2024
Q1 | $188K | Buy |
+6,822
| New | +$188K | ﹤0.01% | 1545 |
|
|
2022
Q2 | – | Sell |
-650
| Closed | -$15K | – | 3967 |
|
|
2022
Q1 | $15K | Sell |
650
-875
| -57% | -$20.2K | ﹤0.01% | 2251 |
|
|
2021
Q4 | $41K | Buy |
+1,525
| New | +$41K | ﹤0.01% | 1654 |
|
|
2021
Q2 | $50K | Hold |
1,900
| – | – | ﹤0.01% | 1398 |
|
|
2021
Q1 | $50K | Hold |
1,900
| – | – | ﹤0.01% | 1398 |
|
|
2020
Q4 | $50K | Hold |
1,900
| – | – | ﹤0.01% | 1398 |
|
|
2020
Q3 | $50K | Hold |
1,900
| – | – | ﹤0.01% | 1398 |
|
|
2020
Q2 | $50K | Hold |
1,900
| – | – | ﹤0.01% | 1398 |
|
|
2020
Q1 | $50K | Hold |
1,900
| – | – | ﹤0.01% | 1398 |
|
|
2019
Q4 | $50K | Hold |
1,900
| – | – | ﹤0.01% | 1398 |
|
|
2019
Q3 | $50K | Hold |
1,900
| – | – | ﹤0.01% | 1398 |
|
|
2019
Q2 | $50K | Hold |
1,900
| – | – | ﹤0.01% | 1398 |
|
|
2019
Q1 | $50K | Buy |
+1,900
| New | +$50K | ﹤0.01% | 1398 |
|