Carson Wealth (CWM LLC)’s Cambria Shareholder Yield ETF SYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.54M | Sell |
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|
2025
Q2 | $9.78M | Sell |
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|
2025
Q1 | $16.2M | Buy |
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|
2024
Q4 | $8.55M | Buy |
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|
2024
Q3 | $8.71M | Buy |
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|
2024
Q2 | $6.91M | Buy |
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|
2024
Q1 | $6.75M | Buy |
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|
2023
Q4 | $5.14M | Buy |
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|
2023
Q3 | $3.51M | Sell |
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|
2023
Q2 | $3.67M | Sell |
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|
2023
Q1 | $4.31M | Sell |
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|
2022
Q4 | $5.19M | Buy |
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|
2022
Q3 | $4.23M | Buy |
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|
2022
Q2 | $3.64M | Buy |
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|
2022
Q1 | $2.79M | Sell |
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|
2021
Q4 | $4.88M | Buy |
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|
2021
Q2 | $4.11M | Hold |
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|
2021
Q1 | $4.11M | Hold |
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|
2020
Q4 | $4.11M | Hold |
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|
2020
Q3 | $4.11M | Hold |
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|
2020
Q2 | $4.11M | Hold |
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|
2020
Q1 | $4.11M | Hold |
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|
2019
Q4 | $4.11M | Hold |
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|
2019
Q3 | $4.11M | Hold |
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|
2019
Q2 | $4.11M | Hold |
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|
2019
Q1 | $4.11M | Buy |
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|
2018
Q4 | $19K | Buy |
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|
2018
Q3 | $9K | Buy |
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