Carson Wealth (CWM LLC)’s Day Hagan/Ned Davis Research Smart Sector ETF SSUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $35.6M | Sell |
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|
2025
Q2 | $34.6M | Sell |
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|
2025
Q1 | $31.7M | Sell |
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|
2024
Q4 | $36.6M | Sell |
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|
2024
Q3 | $40.6M | Sell |
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|
2024
Q2 | $46.9M | Sell |
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|
2024
Q1 | $52.9M | Sell |
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|
2023
Q4 | $51.3M | Sell |
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|
2023
Q3 | $54.6M | Sell |
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|
2023
Q2 | $56.9M | Buy |
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|
2023
Q1 | $52.7M | Sell |
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|
2022
Q4 | $52M | Sell |
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|
2022
Q3 | $62.2M | Buy |
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|
2022
Q2 | $64.5M | Sell |
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|
2022
Q1 | $77M | Buy |
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|
2021
Q4 | $72.1M | Buy |
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|
2021
Q2 | $55.7M | Hold |
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|
2021
Q1 | $55.7M | Hold |
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|
2020
Q4 | $55.7M | Hold |
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|
2020
Q3 | $55.7M | Hold |
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|
2020
Q2 | $55.7M | Hold |
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|
2020
Q1 | $55.7M | Hold |
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|
2019
Q4 | $55.7M | Hold |
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|
2019
Q3 | $55.7M | Hold |
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|
2019
Q2 | $55.7M | Hold |
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|
2019
Q1 | $55.7M | Buy |
|