Carson Wealth (CWM LLC)’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Hold |
1,992
| – | – | ﹤0.01% | 2536 |
|
|
2025
Q1 | $113K | Buy |
1,992
+859
| +76% | +$48.7K | ﹤0.01% | 2337 |
|
|
2024
Q4 | $66K | Buy |
1,133
+976
| +622% | +$56.9K | ﹤0.01% | 2582 |
|
|
2024
Q3 | $10K | Buy |
157
+129
| +461% | +$8.22K | ﹤0.01% | 3775 |
|
|
2024
Q2 | $2K | Sell |
28
-148
| -84% | -$10.6K | ﹤0.01% | 4195 |
|
|
2024
Q1 | $10K | Buy |
+176
| New | +$10K | ﹤0.01% | 3318 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | -$1K | – | 4231 |
|
|
2023
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 3969 |
|
|
2019
Q1 | – | Sell |
-619
| Closed | -$25K | – | 2989 |
|
|
2018
Q4 | $25K | Hold |
619
| – | – | ﹤0.01% | 1065 |
|
|
2018
Q3 | $28K | Sell |
619
-124
| -17% | -$5.61K | ﹤0.01% | 874 |
|
|
2018
Q2 | $35K | Buy |
743
+659
| +785% | +$31K | ﹤0.01% | 704 |
|
|
2018
Q1 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 1043 |
|