Carson Wealth (CWM LLC)’s VanEck Mortgage REIT Income ETF MORT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Sell |
13
-361
| -97% | – | ﹤0.01% | 5226 |
|
|
2025
Q1 | $4K | Buy |
374
+361
| +2,777% | +$3.86K | ﹤0.01% | 4544 |
|
|
2024
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 5057 |
|
|
2024
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 5020 |
|
|
2024
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 4797 |
|
|
2024
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 4570 |
|
|
2023
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 4370 |
|
|
2023
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 4386 |
|
|
2023
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 4344 |
|
|
2023
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 4228 |
|
|
2022
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 4130 |
|
|
2022
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 4069 |
|
|
2022
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 3970 |
|
|
2022
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 3717 |
|
|
2021
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 3571 |
|
|
2021
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 2940 |
|
|
2021
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 2940 |
|
|
2020
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 2940 |
|
|
2020
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 2940 |
|
|
2020
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 2940 |
|
|
2020
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 2940 |
|
|
2019
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 2940 |
|
|
2019
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 2940 |
|
|
2019
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 2940 |
|
|
2019
Q1 | $0 | Sell |
13
-69
| -84% | – | ﹤0.01% | 3122 |
|
|
2018
Q4 | $2K | Sell |
82
-43
| -34% | -$1.05K | ﹤0.01% | 1764 |
|
|
2018
Q3 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 1464 |
|