Carson Wealth (CWM LLC)’s Strive US Semiconductor ETF SHOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34K | Hold |
642
| – | – | ﹤0.01% | 3560 |
|
|
2025
Q1 | $25K | Buy |
642
+9
| +1% | +$350 | ﹤0.01% | 3515 |
|
|
2024
Q4 | $29K | Sell |
633
-63
| -9% | -$2.89K | ﹤0.01% | 3202 |
|
|
2024
Q3 | $33K | Sell |
696
-97
| -12% | -$4.6K | ﹤0.01% | 3030 |
|
|
2024
Q2 | $40K | Sell |
793
-197
| -20% | -$9.94K | ﹤0.01% | 2622 |
|
|
2024
Q1 | $44K | Hold |
990
| – | – | ﹤0.01% | 2380 |
|
|
2023
Q4 | $39K | Buy |
990
+267
| +37% | +$10.5K | ﹤0.01% | 2329 |
|
|
2023
Q3 | $24K | Hold |
723
| – | – | ﹤0.01% | 2574 |
|
|
2023
Q2 | $25K | Hold |
723
| – | – | ﹤0.01% | 2490 |
|
|
2023
Q1 | $22K | Hold |
723
| – | – | ﹤0.01% | 2440 |
|
|
2022
Q4 | $18K | Buy |
+723
| New | +$18K | ﹤0.01% | 2455 |
|