Carson Wealth (CWM LLC)’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $149K | Buy |
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|
2025
Q2 | $66K | Sell |
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|
2025
Q1 | $67K | Buy |
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|
2024
Q4 | $65K | Buy |
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|
2024
Q3 | $65K | Buy |
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|
2024
Q2 | $58K | Hold |
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|
2024
Q1 | $62K | Buy |
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|
2023
Q4 | $58K | Buy |
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|
2023
Q3 | $52K | Buy |
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|
2023
Q2 | $37K | Buy |
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|
2023
Q1 | $37K | Buy |
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|
2022
Q4 | $37K | Buy |
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|
2022
Q3 | $33K | Buy |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $43K | Sell |
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|
2021
Q4 | $78K | Buy |
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|
2021
Q2 | $56K | Hold |
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|
2021
Q1 | $56K | Hold |
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|
2020
Q4 | $56K | Hold |
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|
2020
Q3 | $56K | Hold |
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|
2020
Q2 | $56K | Hold |
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|
2020
Q1 | $56K | Hold |
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|
2019
Q4 | $56K | Hold |
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|
2019
Q3 | $56K | Hold |
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|
2019
Q2 | $56K | Hold |
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|
2019
Q1 | $56K | Sell |
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|
2018
Q4 | $71K | Buy |
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|
2018
Q3 | $67K | Buy |
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|
2018
Q2 | $48K | Sell |
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|
2018
Q1 | $52K | Hold |
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|
2017
Q4 | $54K | Buy |
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|
2017
Q3 | $24K | Buy |
|