Carson Wealth (CWM LLC)’s Defiance Connective Technologies ETF UFOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $384K | Buy |
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|
2025
Q3 | $273K | Buy |
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|
2025
Q2 | $222K | Hold |
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|
2025
Q1 | $179K | Hold |
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|
2024
Q4 | $200K | Buy |
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|
2024
Q3 | $177K | Hold |
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|
2024
Q2 | $170K | Sell |
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|
2024
Q1 | $159K | Buy |
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|
2023
Q4 | $145K | Sell |
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|
2023
Q3 | $135K | Buy |
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|
2023
Q2 | $139K | Sell |
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|
2023
Q1 | $143K | Sell |
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|
2022
Q4 | $151K | Sell |
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|
2022
Q3 | $146K | Sell |
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|
2022
Q2 | $161K | Buy |
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|
2022
Q1 | $186K | Buy |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $223K | Hold |
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|
2020
Q3 | $223K | Hold |
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|
2020
Q2 | $223K | Hold |
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|
2020
Q1 | $223K | Hold |
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|
2019
Q4 | $223K | Hold |
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|
2019
Q3 | $223K | Hold |
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|
2019
Q2 | $223K | Hold |
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|
2019
Q1 | $223K | Buy |
|