Carson Wealth (CWM LLC)’s SPDR Russell 1000 Low Volatility ETF ONEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22K | Buy |
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|
2025
Q2 | $21K | Sell |
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|
2025
Q1 | $34K | Buy |
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|
2024
Q4 | $31K | Sell |
|
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|
2024
Q3 | $34K | Buy |
|
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|
2024
Q2 | $31K | Sell |
|
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|
2024
Q1 | $45K | Sell |
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|
2023
Q4 | $44K | Buy |
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|
2023
Q3 | $40K | Sell |
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|
2023
Q2 | $46K | Sell |
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|
2023
Q1 | $47K | Sell |
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|
2022
Q4 | $53K | Sell |
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|
2022
Q3 | $51K | Sell |
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|
2022
Q2 | $94K | Sell |
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|
2022
Q1 | $133K | Buy |
|