Carson Wealth (CWM LLC)’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Buy |
8,830
+375
| +4% | +$22K | ﹤0.01% | 1571 |
|
|
2025
Q1 | $452K | Sell |
8,455
-1,112
| -12% | -$59.4K | ﹤0.01% | 1487 |
|
|
2024
Q4 | $540K | Buy |
9,567
+3,201
| +50% | +$181K | ﹤0.01% | 1344 |
|
|
2024
Q3 | $355K | Buy |
6,366
+1,070
| +20% | +$59.7K | ﹤0.01% | 1460 |
|
|
2024
Q2 | $281K | Buy |
5,296
+534
| +11% | +$28.3K | ﹤0.01% | 1421 |
|
|
2024
Q1 | $241K | Sell |
4,762
-5,197
| -52% | -$263K | ﹤0.01% | 1427 |
|
|
2023
Q4 | $460K | Sell |
9,959
-721
| -7% | -$33.3K | ﹤0.01% | 1093 |
|
|
2023
Q3 | $443K | Buy |
10,680
+8,851
| +484% | +$367K | ﹤0.01% | 1014 |
|
|
2023
Q2 | $79K | Buy |
+1,829
| New | +$79K | ﹤0.01% | 1691 |
|
|
2023
Q1 | – | Sell |
-1,163
| Closed | -$43K | – | 4112 |
|
|
2022
Q4 | $43K | Sell |
1,163
-131
| -10% | -$4.84K | ﹤0.01% | 1813 |
|
|
2022
Q3 | $44K | Buy |
+1,294
| New | +$44K | ﹤0.01% | 1712 |
|