Carson Wealth (CWM LLC)’s SoFi Select 500 ETF SFY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4
| Closed | – | – | 5124 |
|
|
2024
Q3 | $0 | Buy |
4
+2
| +100% | – | ﹤0.01% | 5110 |
|
|
2024
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4897 |
|
|
2022
Q4 | – | Sell |
-10
| Closed | -$1K | – | 4206 |
|
|
2022
Q3 | $1K | Buy |
10
+1
| +11% | +$100 | ﹤0.01% | 3743 |
|
|
2022
Q2 | $1K | Buy |
9
+3
| +50% | +$333 | ﹤0.01% | 3614 |
|
|
2022
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3816 |
|