Carson Wealth (CWM LLC)’s Global X JPMorgan US Sector Rotator Index ETF SCTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-900
| Closed | -$22K | – | 1388 |
|
|
2017
Q1 | $22K | Sell |
900
-2,000
| -69% | -$48.9K | ﹤0.01% | 587 |
|
|
2016
Q4 | $70K | Sell |
2,900
-680
| -19% | -$16.4K | ﹤0.01% | 394 |
|
|
2016
Q3 | $85K | Sell |
3,580
-1,200
| -25% | -$28.5K | 0.01% | 355 |
|
|
2016
Q2 | $114K | Hold |
4,780
| – | – | 0.01% | 293 |
|
|
2016
Q1 | $111K | Buy |
4,780
+2,000
| +72% | +$46.4K | 0.01% | 270 |
|
|
2015
Q4 | $63K | Buy |
+2,780
| New | +$63K | 0.01% | 298 |
|