Carson Wealth (CWM LLC)’s LeaderShares Equity Skew ETF SQEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-117
| Closed | -$4K | – | 4058 |
|
|
2022
Q1 | $4K | Hold |
117
| – | – | ﹤0.01% | 2954 |
|
|
2021
Q4 | $4K | Buy |
+117
| New | +$4K | ﹤0.01% | 2876 |
|
|
2021
Q2 | $35K | Hold |
955
| – | – | ﹤0.01% | 1552 |
|
|
2021
Q1 | $35K | Hold |
955
| – | – | ﹤0.01% | 1552 |
|
|
2020
Q4 | $35K | Hold |
955
| – | – | ﹤0.01% | 1552 |
|
|
2020
Q3 | $35K | Hold |
955
| – | – | ﹤0.01% | 1552 |
|
|
2020
Q2 | $35K | Hold |
955
| – | – | ﹤0.01% | 1552 |
|
|
2020
Q1 | $35K | Hold |
955
| – | – | ﹤0.01% | 1552 |
|
|
2019
Q4 | $35K | Hold |
955
| – | – | ﹤0.01% | 1552 |
|
|
2019
Q3 | $35K | Hold |
955
| – | – | ﹤0.01% | 1552 |
|
|
2019
Q2 | $35K | Hold |
955
| – | – | ﹤0.01% | 1552 |
|
|
2019
Q1 | $35K | Buy |
+955
| New | +$35K | ﹤0.01% | 1552 |
|