Carson Wealth (CWM LLC)’s American Century US Quality Value ETF VALQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-200
| Closed | -$12K | – | 5214 |
|
|
2024
Q4 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 3784 |
|
|
2024
Q2 | – | Sell |
-650
| Closed | -$38K | – | 4966 |
|
|
2024
Q1 | $38K | Hold |
650
| – | – | ﹤0.01% | 2486 |
|
|
2023
Q4 | $35K | Buy |
+650
| New | +$35K | ﹤0.01% | 2400 |
|
|
2023
Q1 | – | Sell |
-42
| Closed | -$2K | – | 4345 |
|
|
2022
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 3635 |
|