GeoWealth Management’s Cabana Target Leading Sector Conservative ETF CLSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.56M | Sell |
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|
2023
Q3 | $3.93M | Sell |
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|
2023
Q2 | $4.68M | Buy |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $6.67M | Sell |
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|
2022
Q3 | $40.3M | Buy |
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|
2022
Q2 | $40M | Buy |
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|
2022
Q1 | $30.1M | Buy |
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|
2021
Q4 | $7.54M | Sell |
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|
2021
Q3 | $20.8M | Buy |
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