Carson Wealth (CWM LLC)’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Buy |
12,831
+6,818
| +113% | +$391K | ﹤0.01% | 1411 |
|
|
2025
Q1 | $294K | Sell |
6,013
-110
| -2% | -$5.38K | ﹤0.01% | 1681 |
|
|
2024
Q4 | $326K | Sell |
6,123
-75
| -1% | -$3.99K | ﹤0.01% | 1545 |
|
|
2024
Q3 | $318K | Buy |
6,198
+74
| +1% | +$3.8K | ﹤0.01% | 1509 |
|
|
2024
Q2 | $309K | Sell |
6,124
-3,321
| -35% | -$168K | ﹤0.01% | 1377 |
|
|
2024
Q1 | $452K | Sell |
9,445
-7,593
| -45% | -$363K | ﹤0.01% | 1174 |
|
|
2023
Q4 | $731K | Buy |
17,038
+2,709
| +19% | +$116K | ﹤0.01% | 929 |
|
|
2023
Q3 | $524K | Buy |
14,329
+11,505
| +407% | +$421K | ﹤0.01% | 963 |
|
|
2023
Q2 | $107K | Buy |
+2,824
| New | +$107K | ﹤0.01% | 1537 |
|