Carson Wealth (CWM LLC)’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-147
| Closed | -$5K | – | 5164 |
|
|
2024
Q3 | $5K | Hold |
147
| – | – | ﹤0.01% | 4137 |
|
|
2024
Q2 | $5K | Hold |
147
| – | – | ﹤0.01% | 3902 |
|
|
2024
Q1 | $5K | Buy |
+147
| New | +$5K | ﹤0.01% | 3698 |
|
|
2023
Q3 | – | Sell |
-50
| Closed | -$1K | – | 4517 |
|
|
2023
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 4070 |
|
|
2023
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 3926 |
|
|
2022
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 3843 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 3760 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 3631 |
|
|
2022
Q1 | $2K | Buy |
50
+45
| +900% | +$1.8K | ﹤0.01% | 3218 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3624 |
|