Carson Wealth (CWM LLC)’s SPDR S&P SmallCap 600 ESG ETF ESIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Hold |
397
| – | – | ﹤0.01% | 4195 |
|
|
2025
Q1 | $11K | Hold |
397
| – | – | ﹤0.01% | 4040 |
|
|
2024
Q4 | $12K | Hold |
397
| – | – | ﹤0.01% | 3749 |
|
|
2024
Q3 | $13K | Buy |
397
+225
| +131% | +$7.37K | ﹤0.01% | 3617 |
|
|
2024
Q2 | $5K | Hold |
172
| – | – | ﹤0.01% | 3855 |
|
|
2024
Q1 | $5K | Buy |
+172
| New | +$5K | ﹤0.01% | 3644 |
|