Carson Wealth (CWM LLC)
CHIX

Carson Wealth (CWM LLC)’s Global X MSCI China Financials ETF CHIX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CHIX Stock Details CHIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-356
Closed -$4K – 4898
2023
Q4 		$4K Buy
356
+156
+78% +$1.76K ﹤0.01% 3656
2023
Q3 		$2K Hold
200
– – ﹤0.01% 3897
2023
Q2 		$2K Hold
200
– – ﹤0.01% 3882
2023
Q1 		$2K Hold
200
– – ﹤0.01% 3748
2022
Q4 		$2K Hold
200
– – ﹤0.01% 3667
2022
Q3 		$2K Buy
+200
New +$2.43K ﹤0.01% 3585

Carson Wealth (CWM LLC)'s CHIX Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of Global X MSCI China Financials ETF (CHIX) in Q1 2024, closing a stake of 356 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in CHIX in Q3 2022 and held it in 6 quarters. The position peaked at $4K in Q4 2023. 0 funds tracked by Wall St. Rank hold CHIX as of Q1 2024.

  • Carson Wealth (CWM LLC) reported no remaining Global X MSCI China Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 356 Global X MSCI China Financials ETF shares in Q1 2024, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Global X MSCI China Financials ETF in Q3 2022 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Global X MSCI China Financials ETF position peaked at $4K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Global X MSCI China Financials ETF as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.