GeoWealth Management’s Exchange Listed Funds Trust ETC Cabana Target Leading Sector Moderate ETF CLSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.4M | Sell |
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|
2025
Q1 | $41.7M | Sell |
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|
2024
Q4 | $43.2M | Buy |
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|
2024
Q3 | $44M | Sell |
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|
2024
Q2 | $47.2M | Sell |
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|
2024
Q1 | $51.6M | Buy |
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|
2023
Q4 | $19.7M | Sell |
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|
2023
Q3 | $20.1M | Sell |
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|
2023
Q2 | $27.1M | Buy |
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|
2023
Q1 | $6.21M | Buy |
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|
2022
Q4 | $3.82M | Buy |
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|
2022
Q3 | $3.99M | Sell |
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|
2022
Q2 | $6.39M | Buy |
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|
2022
Q1 | $6.49M | Sell |
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|
2021
Q4 | $8.01M | Sell |
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|
2021
Q3 | $27.2M | Buy |
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