Carson Wealth (CWM LLC)’s Main Sector Rotation ETF SECT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Sell |
102,998
-3,505
| -3% | -$204K | 0.02% | 532 |
|
|
2025
Q1 | $5.44M | Buy |
106,503
+765
| +0.7% | +$39.1K | 0.02% | 507 |
|
|
2024
Q4 | $5.81M | Sell |
105,738
-10,756
| -9% | -$591K | 0.02% | 441 |
|
|
2024
Q3 | $6.26M | Buy |
116,494
+79,228
| +213% | +$4.26M | 0.03% | 400 |
|
|
2024
Q2 | $1.9M | Sell |
37,266
-1,370
| -4% | -$70K | 0.01% | 662 |
|
|
2024
Q1 | $1.95M | Buy |
38,636
+32,687
| +549% | +$1.65M | 0.01% | 624 |
|
|
2023
Q4 | $277K | Buy |
+5,949
| New | +$277K | ﹤0.01% | 1281 |
|
|
2023
Q3 | – | Sell |
-10
| Closed | – | – | 4487 |
|
|
2023
Q2 | $0 | Sell |
10
-69
| -87% | – | ﹤0.01% | 4420 |
|
|
2023
Q1 | $3K | Buy |
+79
| New | +$3K | ﹤0.01% | 3557 |
|