Carson Wealth (CWM LLC)’s Alpha Architect US Quantitative Momentum ETF QMOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.74M | Sell |
57,585
-2,145
| -4% | -$139K | 0.01% | 686 |
|
2025
Q1 | $3.55M | Buy |
59,730
+12,605
| +27% | +$749K | 0.01% | 630 |
|
2024
Q4 | $3.02M | Buy |
47,125
+21,905
| +87% | +$1.4M | 0.01% | 625 |
|
2024
Q3 | $1.62M | Sell |
25,220
-878
| -3% | -$56.4K | 0.01% | 794 |
|
2024
Q2 | $1.52M | Sell |
26,098
-1,763
| -6% | -$103K | 0.01% | 721 |
|
2024
Q1 | $1.65M | Buy |
27,861
+155
| +0.6% | +$9.16K | 0.01% | 675 |
|
2023
Q4 | $1.38M | Buy |
27,706
+3,129
| +13% | +$156K | 0.01% | 678 |
|
2023
Q3 | $1.06M | Buy |
24,577
+23,558
| +2,312% | +$1.02M | 0.01% | 728 |
|
2023
Q2 | $47K | Buy |
+1,019
| New | +$47K | ﹤0.01% | 2039 |
|