Carson Wealth (CWM LLC)’s SPDR S&P International Dividend ETF DWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29K | Hold |
697
| – | – | ﹤0.01% | 3668 |
|
|
2025
Q1 | $27K | Hold |
697
| – | – | ﹤0.01% | 3455 |
|
|
2024
Q4 | $24K | Hold |
697
| – | – | ﹤0.01% | 3307 |
|
|
2024
Q3 | $27K | Hold |
697
| – | – | ﹤0.01% | 3168 |
|
|
2024
Q2 | $24K | Sell |
697
-192
| -22% | -$6.61K | ﹤0.01% | 2987 |
|
|
2024
Q1 | $31K | Sell |
889
-284
| -24% | -$9.9K | ﹤0.01% | 2615 |
|
|
2023
Q4 | $42K | Sell |
1,173
-786
| -40% | -$28.1K | ﹤0.01% | 2289 |
|
|
2023
Q3 | $64K | Buy |
1,959
+9
| +0.5% | +$294 | ﹤0.01% | 1917 |
|
|
2023
Q2 | $67K | Buy |
1,950
+696
| +56% | +$23.9K | ﹤0.01% | 1791 |
|
|
2023
Q1 | $43K | Buy |
1,254
+778
| +163% | +$26.7K | ﹤0.01% | 1965 |
|
|
2022
Q4 | $15K | Sell |
476
-250
| -34% | -$7.88K | ﹤0.01% | 2547 |
|
|
2022
Q3 | $21K | Buy |
+726
| New | +$21K | ﹤0.01% | 2186 |
|
|
2022
Q2 | – | Sell |
-106
| Closed | -$4K | – | 3833 |
|
|
2022
Q1 | $4K | Sell |
106
-454
| -81% | -$17.1K | ﹤0.01% | 2905 |
|
|
2021
Q4 | $22K | Buy |
+560
| New | +$22K | ﹤0.01% | 1936 |
|
|
2019
Q1 | – | Sell |
-134
| Closed | -$5K | – | 2969 |
|
|
2018
Q4 | $5K | Buy |
134
+126
| +1,575% | +$4.7K | ﹤0.01% | 1513 |
|
|
2018
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1863 |
|
|
2015
Q4 | – | Sell |
-2,390
| Closed | -$81K | – | 696 |
|
|
2015
Q3 | $81K | Buy |
+2,390
| New | +$81K | 0.01% | 252 |
|