CWM
Collaborative Wealth Management’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
6,378
-23
| -0.4% | -$1.65K | 0.2% | 96 |
|
|
2025
Q1 | $415K | Sell |
6,401
-817
| -11% | -$52.9K | 0.19% | 103 |
|
|
2024
Q4 | $480K | Sell |
7,218
-4
| -0.1% | -$266 | 0.22% | 95 |
|
|
2024
Q3 | $500K | Sell |
7,222
-893
| -11% | -$61.9K | 0.23% | 94 |
|
|
2024
Q2 | $517K | Buy |
8,115
+6
| +0.1% | +$382 | 0.25% | 90 |
|
|
2024
Q1 | $536K | Sell |
8,109
-294
| -3% | -$19.4K | 0.27% | 83 |
|
|
2023
Q4 | $511K | Sell |
8,403
-313
| -4% | -$19K | 0.28% | 78 |
|
|
2023
Q3 | $478K | Buy |
8,716
+14
| +0.2% | +$767 | 0.28% | 84 |
|
|
2023
Q2 | $491K | Buy |
8,702
+34
| +0.4% | +$1.92K | 0.29% | 81 |
|
|
2023
Q1 | $460K | Sell |
8,668
-96
| -1% | -$5.1K | 0.29% | 87 |
|
|
2022
Q4 | $427K | Sell |
8,764
-286
| -3% | -$13.9K | 0.28% | 94 |
|
|
2022
Q3 | $409K | Buy |
9,050
+621
| +7% | +$28.1K | 0.29% | 90 |
|
|
2022
Q2 | $398K | Buy |
+8,429
| New | +$398K | 0.26% | 109 |
|
|
2021
Q4 | $392K | Buy |
+6,490
| New | +$392K | 0.21% | 133 |
|
|
2021
Q1 | $726K | Buy |
+13,201
| New | +$726K | 0.42% | 80 |
|