Carson Wealth (CWM LLC)’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45K | Hold |
200
| – | – | ﹤0.01% | 3366 |
|
|
2025
Q1 | $41K | Hold |
200
| – | – | ﹤0.01% | 3146 |
|
|
2024
Q4 | $43K | Hold |
200
| – | – | ﹤0.01% | 2920 |
|
|
2024
Q3 | $43K | Hold |
200
| – | – | ﹤0.01% | 2806 |
|
|
2024
Q2 | $40K | Hold |
200
| – | – | ﹤0.01% | 2623 |
|
|
2024
Q1 | $40K | Hold |
200
| – | – | ﹤0.01% | 2452 |
|
|
2023
Q4 | $36K | Hold |
200
| – | – | ﹤0.01% | 2381 |
|
|
2023
Q3 | $33K | Hold |
200
| – | – | ﹤0.01% | 2351 |
|
|
2023
Q2 | $34K | Hold |
200
| – | – | ﹤0.01% | 2277 |
|
|
2023
Q1 | $31K | Buy |
+200
| New | +$31K | ﹤0.01% | 2211 |
|