Carson Wealth (CWM LLC)’s Motley Fool 100 Index ETF TMFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Sell |
200
-159
| -44% | -$10.3K | ﹤0.01% | 4176 |
|
|
2025
Q1 | $20K | Sell |
359
-2,171
| -86% | -$121K | ﹤0.01% | 3681 |
|
|
2024
Q4 | $152K | Buy |
2,530
+2,430
| +2,430% | +$146K | ﹤0.01% | 2009 |
|
|
2024
Q3 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 4046 |
|
|
2024
Q2 | – | Sell |
-143
| Closed | -$7K | – | 4937 |
|
|
2024
Q1 | $7K | Hold |
143
| – | – | ﹤0.01% | 3541 |
|
|
2023
Q4 | $6K | Sell |
143
-1
| -0.7% | -$42 | ﹤0.01% | 3459 |
|
|
2023
Q3 | $6K | Hold |
144
| – | – | ﹤0.01% | 3400 |
|
|
2023
Q2 | $6K | Sell |
144
-366
| -72% | -$15.3K | ﹤0.01% | 3379 |
|
|
2023
Q1 | $18K | Buy |
510
+1
| +0.2% | +$35 | ﹤0.01% | 2589 |
|
|
2022
Q4 | $15K | Hold |
509
| – | – | ﹤0.01% | 2580 |
|
|
2022
Q3 | $16K | Buy |
509
+143
| +39% | +$4.5K | ﹤0.01% | 2394 |
|
|
2022
Q2 | $12K | Hold |
366
| – | – | ﹤0.01% | 2484 |
|
|
2022
Q1 | $15K | Sell |
366
-253
| -41% | -$10.4K | ﹤0.01% | 2262 |
|
|
2021
Q4 | $27K | Buy |
+619
| New | +$27K | ﹤0.01% | 1834 |
|