Carson Wealth (CWM LLC)’s Affinity World Leaders Equity ETF WLDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52K | Sell |
1,575
-167
| -10% | -$5.51K | ﹤0.01% | 3255 |
|
|
2025
Q1 | $50K | Hold |
1,742
| – | – | ﹤0.01% | 3001 |
|
|
2024
Q4 | $52K | Hold |
1,742
| – | – | ﹤0.01% | 2771 |
|
|
2024
Q3 | $58K | Sell |
1,742
-71
| -4% | -$2.36K | ﹤0.01% | 2582 |
|
|
2024
Q2 | $56K | Sell |
1,813
-22,675
| -93% | -$700K | ﹤0.01% | 2404 |
|
|
2024
Q1 | $765K | Sell |
24,488
-36,018
| -60% | -$1.13M | ﹤0.01% | 965 |
|
|
2023
Q4 | $1.66M | Buy |
60,506
+4,649
| +8% | +$127K | 0.01% | 618 |
|
|
2023
Q3 | $1.42M | Buy |
55,857
+55,603
| +21,891% | +$1.41M | 0.01% | 622 |
|
|
2023
Q2 | $7K | Buy |
+254
| New | +$7K | ﹤0.01% | 3307 |
|