Carson Wealth (CWM LLC)’s Columbia EM Core ex-China ETF XCEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.86M | Sell |
54,532
-40,788
| -43% | -$1.39M | 0.01% | 979 |
|
2025
Q1 | $2.82M | Sell |
95,320
-19,715
| -17% | -$582K | 0.01% | 719 |
|
2024
Q4 | $3.41M | Buy |
115,035
+30,964
| +37% | +$917K | 0.01% | 578 |
|
2024
Q3 | $2.75M | Buy |
84,071
+20,407
| +32% | +$667K | 0.01% | 602 |
|
2024
Q2 | $2.03M | Buy |
63,664
+59,293
| +1,357% | +$1.89M | 0.01% | 645 |
|
2024
Q1 | $136K | Buy |
4,371
+100
| +2% | +$3.11K | ﹤0.01% | 1703 |
|
2023
Q4 | $129K | Buy |
+4,271
| New | +$129K | ﹤0.01% | 1614 |
|