Maripau Wealth 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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
14,496
-50
| -0.3% | -$1.08K | 0.16% | 116 |
|
|
2025
Q1 | $303K | Sell |
14,546
-500
| -3% | -$10.4K | 0.17% | 103 |
|
|
2024
Q4 | $306K | Buy |
15,046
+245
| +2% | +$4.98K | 0.18% | 105 |
|
|
2024
Q3 | $315K | Hold |
14,801
| – | – | 0.27% | 47 |
|
|
2024
Q2 | $309K | Sell |
14,801
-1,231
| -8% | -$25.7K | 0.21% | 95 |
|
|
2024
Q1 | $329K | Buy |
+16,032
| New | +$329K | 0.25% | 85 |
|