Carson Wealth (CWM LLC)’s Savers SVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Buy |
15,333
+14,299
| +1,383% | +$145K | ﹤0.01% | 2379 |
|
|
2025
Q1 | $7K | Sell |
1,034
-123
| -11% | -$833 | ﹤0.01% | 4309 |
|
|
2024
Q4 | $12K | Buy |
1,157
+531
| +85% | +$5.51K | ﹤0.01% | 3778 |
|
|
2024
Q3 | $7K | Buy |
626
+555
| +782% | +$6.21K | ﹤0.01% | 3967 |
|
|
2024
Q2 | $1K | Buy |
71
+16
| +29% | +$225 | ﹤0.01% | 4486 |
|
|
2024
Q1 | $1K | Buy |
55
+9
| +20% | +$164 | ﹤0.01% | 4215 |
|
|
2023
Q4 | $1K | Sell |
46
-1,187
| -96% | -$25.8K | ﹤0.01% | 4041 |
|
|
2023
Q3 | $23K | Buy |
+1,233
| New | +$23K | ﹤0.01% | 2611 |
|