Selective 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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $237K | Sell |
|
|||||
|
2024
Q3 | $360K | Sell |
|
|||||
|
2024
Q2 | $363K | Sell |
|
|||||
|
2024
Q1 | $362K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $205K | Buy |
|
|||||
|
2022
Q4 | $425K | Sell |
|
|||||
|
2022
Q3 | $549K | Sell |
|
|||||
|
2022
Q2 | $943K | Sell |
|
|||||
|
2022
Q1 | $1.27M | Sell |
|
|||||
|
2021
Q4 | $1.57M | Buy |
|
|||||
|
2021
Q3 | $935K | Buy |
|