Carson Wealth (CWM LLC)’s Simplify Volatility Premium ETF SVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $55K | Buy |
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|
2025
Q3 | $55K | Buy |
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|
2025
Q2 | $55K | Buy |
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|
2025
Q1 | $52K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $48K | Buy |
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|
2024
Q2 | $1K | Sell |
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|
2024
Q1 | $317K | Sell |
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|
2023
Q4 | $360K | Sell |
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|
2023
Q3 | $445K | Sell |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $540K | Buy |
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