Carson Wealth (CWM LLC)’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-956	Closed	-$49K	–	5172
2024 Q2	$49K	Hold	956	–	–	﹤0.01%	2492
2024 Q1	$47K	Buy	+956	New	+$47K	﹤0.01%	2331
2023 Q4	–	Sell	-260	Closed	-$10K	–	4527
2023 Q3	$10K	Buy	+260	New	+$10K	﹤0.01%	3147