Carson Wealth (CWM LLC)’s VanEck Retail ETF RTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Sell |
24
-15
| -38% | -$3.75K | ﹤0.01% | 4557 |
|
|
2025
Q1 | $9K | Hold |
39
| – | – | ﹤0.01% | 4174 |
|
|
2024
Q4 | $9K | Hold |
39
| – | – | ﹤0.01% | 3946 |
|
|
2024
Q3 | $9K | Buy |
39
+15
| +63% | +$3.46K | ﹤0.01% | 3850 |
|
|
2024
Q2 | $5K | Buy |
+24
| New | +$5K | ﹤0.01% | 3890 |
|