Carson Wealth (CWM LLC)’s SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-352
| Closed | -$86K | – | 5015 |
|
|
2024
Q2 | $86K | Sell |
352
-193
| -35% | -$47.2K | ﹤0.01% | 2070 |
|
|
2024
Q1 | $125K | Hold |
545
| – | – | ﹤0.01% | 1753 |
|
|
2023
Q4 | $110K | Sell |
545
-282
| -34% | -$56.9K | ﹤0.01% | 1698 |
|
|
2023
Q3 | $148K | Buy |
827
+282
| +52% | +$50.5K | ﹤0.01% | 1434 |
|
|
2023
Q2 | $101K | Hold |
545
| – | – | ﹤0.01% | 1558 |
|
|
2023
Q1 | $92K | Hold |
545
| – | – | ﹤0.01% | 1534 |
|
|
2022
Q4 | $91K | Buy |
+545
| New | +$91K | ﹤0.01% | 1421 |
|