Carson Wealth (CWM LLC)’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $537K | Sell |
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|
2025
Q2 | $517K | Buy |
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|
2025
Q1 | $452K | Sell |
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|
2024
Q4 | $540K | Buy |
|
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $281K | Buy |
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|
2024
Q1 | $241K | Sell |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $443K | Buy |
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|
2023
Q2 | $79K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $43K | Sell |
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|
2022
Q3 | $44K | Buy |
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