Carson Wealth (CWM LLC)’s Motley Fool Global Opportunities ETF TMFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-184
| Closed | -$6K | – | 4938 |
|
2024
Q1 | $6K | Buy |
+184
| New | +$6K | ﹤0.01% | 3610 |
|
2023
Q1 | – | Sell |
-8,546
| Closed | -$196K | – | 4329 |
|
2022
Q4 | $196K | Hold |
8,546
| – | – | ﹤0.01% | 1107 |
|
2022
Q3 | $190K | Hold |
8,546
| – | – | ﹤0.01% | 1077 |
|
2022
Q2 | $197K | Buy |
+8,546
| New | +$197K | ﹤0.01% | 1053 |
|
2022
Q1 | – | Sell |
-8,549
| Closed | -$274K | – | 3846 |
|
2021
Q4 | $274K | Buy |
+8,549
| New | +$274K | ﹤0.01% | 907 |
|