Carson Wealth (CWM LLC)’s Global X SuperDividend US ETF DIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Hold |
16,119
| – | – | ﹤0.01% | 1906 |
|
|
2025
Q1 | $304K | Buy |
16,119
+32
| +0.2% | +$604 | ﹤0.01% | 1663 |
|
|
2024
Q4 | $290K | Hold |
16,087
| – | – | ﹤0.01% | 1609 |
|
|
2024
Q3 | $301K | Hold |
16,087
| – | – | ﹤0.01% | 1538 |
|
|
2024
Q2 | $278K | Sell |
16,087
-4,080
| -20% | -$70.5K | ﹤0.01% | 1426 |
|
|
2024
Q1 | $351K | Hold |
20,167
| – | – | ﹤0.01% | 1263 |
|
|
2023
Q4 | $346K | Hold |
20,167
| – | – | ﹤0.01% | 1200 |
|
|
2023
Q3 | $327K | Hold |
20,167
| – | – | ﹤0.01% | 1129 |
|
|
2023
Q2 | $337K | Buy |
20,167
+1,244
| +7% | +$20.8K | ﹤0.01% | 1067 |
|
|
2023
Q1 | $330K | Buy |
18,923
+9,396
| +99% | +$164K | ﹤0.01% | 1022 |
|
|
2022
Q4 | $179K | Sell |
9,527
-288
| -3% | -$5.41K | ﹤0.01% | 1139 |
|
|
2022
Q3 | $173K | Hold |
9,815
| – | – | ﹤0.01% | 1107 |
|
|
2022
Q2 | $191K | Hold |
9,815
| – | – | ﹤0.01% | 1059 |
|
|
2022
Q1 | $207K | Buy |
9,815
+5,840
| +147% | +$123K | ﹤0.01% | 1024 |
|
|
2021
Q4 | $83K | Buy |
+3,975
| New | +$83K | ﹤0.01% | 1375 |
|
|
2021
Q2 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1323 |
|
|
2021
Q1 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1323 |
|
|
2020
Q4 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1323 |
|
|
2020
Q3 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1323 |
|
|
2020
Q2 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1323 |
|
|
2020
Q1 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1323 |
|
|
2019
Q4 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1323 |
|
|
2019
Q3 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1323 |
|
|
2019
Q2 | $59K | Hold |
2,975
| – | – | ﹤0.01% | 1323 |
|
|
2019
Q1 | $59K | Sell |
2,975
-1,825
| -38% | -$36.2K | ﹤0.01% | 1323 |
|
|
2018
Q4 | $108K | Sell |
4,800
-5,948
| -55% | -$134K | ﹤0.01% | 708 |
|
|
2018
Q3 | $271K | Sell |
10,748
-1,193
| -10% | -$30.1K | 0.01% | 460 |
|
|
2018
Q2 | $299K | Sell |
11,941
-3,395
| -22% | -$85K | 0.01% | 373 |
|
|
2018
Q1 | $368K | Hold |
15,336
| – | – | 0.01% | 308 |
|
|
2017
Q4 | $393K | Sell |
15,336
-421
| -3% | -$10.8K | 0.02% | 280 |
|
|
2017
Q3 | $402K | Buy |
15,757
+2,975
| +23% | +$75.9K | 0.02% | 268 |
|
|
2017
Q2 | $325K | Buy |
12,782
+4,781
| +60% | +$122K | 0.02% | 269 |
|
|
2017
Q1 | $202K | Hold |
8,001
| – | – | 0.01% | 291 |
|
|
2016
Q4 | $198K | Hold |
8,001
| – | – | 0.01% | 271 |
|
|
2016
Q3 | $199K | Buy |
8,001
+3,146
| +65% | +$78.2K | 0.01% | 262 |
|
|
2016
Q2 | $124K | Buy |
4,855
+3,975
| +452% | +$102K | 0.01% | 281 |
|
|
2016
Q1 | $22K | Buy |
+880
| New | +$22K | ﹤0.01% | 429 |
|