Carson Wealth (CWM LLC)’s SPDR Global Dow ETF DGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98K | Hold |
649
| – | – | ﹤0.01% | 2743 |
|
|
2025
Q1 | $91K | Hold |
649
| – | – | ﹤0.01% | 2494 |
|
|
2024
Q4 | $86K | Hold |
649
| – | – | ﹤0.01% | 2383 |
|
|
2024
Q3 | $89K | Hold |
649
| – | – | ﹤0.01% | 2272 |
|
|
2024
Q2 | $83K | Hold |
649
| – | – | ﹤0.01% | 2099 |
|
|
2024
Q1 | $83K | Hold |
649
| – | – | ﹤0.01% | 1990 |
|
|
2023
Q4 | $77K | Hold |
649
| – | – | ﹤0.01% | 1903 |
|
|
2023
Q3 | $71K | Hold |
649
| – | – | ﹤0.01% | 1855 |
|
|
2023
Q2 | $73K | Buy |
+649
| New | +$73K | ﹤0.01% | 1738 |
|
|
2019
Q1 | – | Sell |
-165
| Closed | -$12K | – | 2959 |
|
|
2018
Q4 | $12K | Buy |
+165
| New | +$12K | ﹤0.01% | 1261 |
|