Carson Wealth (CWM LLC)’s Main Thematic Innovation ETF TMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Buy |
920
+510
| +124% | +$11.6K | ﹤0.01% | 3883 |
|
|
2025
Q1 | $7K | Sell |
410
-6
| -1% | -$102 | ﹤0.01% | 4312 |
|
|
2024
Q4 | $9K | Sell |
416
-289
| -41% | -$6.25K | ﹤0.01% | 3952 |
|
|
2024
Q3 | $13K | Sell |
705
-361
| -34% | -$6.66K | ﹤0.01% | 3646 |
|
|
2024
Q2 | $18K | Sell |
1,066
-17
| -2% | -$287 | ﹤0.01% | 3194 |
|
|
2024
Q1 | $19K | Buy |
+1,083
| New | +$19K | ﹤0.01% | 2950 |
|