Carson Wealth (CWM LLC)’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $355K | Sell |
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|
2025
Q3 | $399K | Buy |
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|
2025
Q2 | $62K | Buy |
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|
2025
Q1 | $2K | Hold |
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|
2024
Q4 | $2K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $89K | Sell |
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|
2022
Q4 | $86K | Buy |
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|
2022
Q3 | $74K | Hold |
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|
2022
Q2 | $83K | Buy |
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|
2022
Q1 | $88K | Hold |
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|
2021
Q4 | $94K | Buy |
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|
2021
Q2 | $97K | Hold |
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|
2021
Q1 | $97K | Hold |
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|
2020
Q4 | $97K | Hold |
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|
2020
Q3 | $97K | Hold |
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|
2020
Q2 | $97K | Hold |
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|
2020
Q1 | $97K | Hold |
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|
2019
Q4 | $97K | Hold |
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|
2019
Q3 | $97K | Sell |
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|
2019
Q2 | $97K | Hold |
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|
2019
Q1 | $97K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3K | Buy |
|