Carson Wealth (CWM LLC)’s Direxion Work From Home ETF WFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4788 |
|
|
2023
Q4 | – | Sell |
-218
| Closed | -$10K | – | 4542 |
|
|
2023
Q3 | $10K | Hold |
218
| – | – | ﹤0.01% | 3149 |
|
|
2023
Q2 | $11K | Hold |
218
| – | – | ﹤0.01% | 3039 |
|
|
2023
Q1 | $10K | Hold |
218
| – | – | ﹤0.01% | 2972 |
|
|
2022
Q4 | $9K | Sell |
218
-555
| -72% | -$22.9K | ﹤0.01% | 2885 |
|
|
2022
Q3 | $33K | Sell |
773
-535
| -41% | -$22.8K | ﹤0.01% | 1896 |
|
|
2022
Q2 | $62K | Sell |
1,308
-43
| -3% | -$2.04K | ﹤0.01% | 1527 |
|
|
2022
Q1 | $89K | Buy |
1,351
+599
| +80% | +$39.5K | ﹤0.01% | 1367 |
|
|
2021
Q4 | $56K | Buy |
+752
| New | +$56K | ﹤0.01% | 1530 |
|
|
2021
Q2 | $57K | Hold |
752
| – | – | ﹤0.01% | 1344 |
|
|
2021
Q1 | $57K | Hold |
752
| – | – | ﹤0.01% | 1344 |
|
|
2020
Q4 | $57K | Hold |
752
| – | – | ﹤0.01% | 1344 |
|
|
2020
Q3 | $57K | Hold |
752
| – | – | ﹤0.01% | 1344 |
|
|
2020
Q2 | $57K | Hold |
752
| – | – | ﹤0.01% | 1344 |
|
|
2020
Q1 | $57K | Hold |
752
| – | – | ﹤0.01% | 1344 |
|
|
2019
Q4 | $57K | Hold |
752
| – | – | ﹤0.01% | 1344 |
|
|
2019
Q3 | $57K | Hold |
752
| – | – | ﹤0.01% | 1344 |
|
|
2019
Q2 | $57K | Hold |
752
| – | – | ﹤0.01% | 1344 |
|
|
2019
Q1 | $57K | Buy |
+752
| New | +$57K | ﹤0.01% | 1344 |
|