Carson Wealth (CWM LLC)’s SPDR S&P Global Natural Resources ETF GNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Hold |
360
| – | – | ﹤0.01% | 3902 |
|
|
2025
Q1 | $19K | Hold |
360
| – | – | ﹤0.01% | 3699 |
|
|
2024
Q4 | $18K | Hold |
360
| – | – | ﹤0.01% | 3510 |
|
|
2024
Q3 | $21K | Hold |
360
| – | – | ﹤0.01% | 3316 |
|
|
2024
Q2 | $20K | Sell |
360
-27
| -7% | -$1.5K | ﹤0.01% | 3109 |
|
|
2024
Q1 | $22K | Sell |
387
-973
| -72% | -$55.3K | ﹤0.01% | 2822 |
|
|
2023
Q4 | $77K | Buy |
1,360
+1,299
| +2,130% | +$73.5K | ﹤0.01% | 1904 |
|
|
2023
Q3 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 3663 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4065 |
|
|
2022
Q3 | – | Sell |
-124
| Closed | -$6K | – | 3996 |
|
|
2022
Q2 | $6K | Sell |
124
-132
| -52% | -$6.39K | ﹤0.01% | 2880 |
|
|
2022
Q1 | $16K | Buy |
256
+98
| +62% | +$6.13K | ﹤0.01% | 2216 |
|
|
2021
Q4 | $9K | Buy |
+158
| New | +$9K | ﹤0.01% | 2402 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 2919 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2919 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2919 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2919 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2919 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2919 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2919 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2919 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2919 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3036 |
|