Carson Wealth (CWM LLC)’s SPDR S&P International Small Cap ETF GWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
2,949
-38
| -1% | -$1.42K | ﹤0.01% | 2619 |
|
|
2025
Q1 | $95K | Buy |
2,987
+333
| +13% | +$10.6K | ﹤0.01% | 2463 |
|
|
2024
Q4 | $82K | Sell |
2,654
-666
| -20% | -$20.6K | ﹤0.01% | 2416 |
|
|
2024
Q3 | $113K | Sell |
3,320
-2,937
| -47% | -$100K | ﹤0.01% | 2128 |
|
|
2024
Q2 | $199K | Sell |
6,257
-51
| -0.8% | -$1.62K | ﹤0.01% | 1582 |
|
|
2024
Q1 | $205K | Sell |
6,308
-14,544
| -70% | -$473K | ﹤0.01% | 1511 |
|
|
2023
Q4 | $662K | Buy |
20,852
+17,004
| +442% | +$540K | ﹤0.01% | 954 |
|
|
2023
Q3 | $112K | Sell |
3,848
-33
| -0.9% | -$960 | ﹤0.01% | 1566 |
|
|
2023
Q2 | $118K | Sell |
3,881
-707
| -15% | -$21.5K | ﹤0.01% | 1484 |
|
|
2023
Q1 | $142K | Sell |
4,588
-291
| -6% | -$9.01K | ﹤0.01% | 1337 |
|
|
2022
Q4 | $143K | Buy |
4,879
+2,327
| +91% | +$68.2K | ﹤0.01% | 1231 |
|
|
2022
Q3 | $67K | Buy |
2,552
+129
| +5% | +$3.39K | ﹤0.01% | 1518 |
|
|
2022
Q2 | $70K | Sell |
2,423
-1,014
| -30% | -$29.3K | ﹤0.01% | 1463 |
|
|
2022
Q1 | $121K | Sell |
3,437
-108
| -3% | -$3.8K | ﹤0.01% | 1255 |
|
|
2021
Q4 | $134K | Buy |
+3,545
| New | +$134K | ﹤0.01% | 1188 |
|
|
2021
Q2 | $137K | Hold |
3,537
| – | – | ﹤0.01% | 1022 |
|
|
2021
Q1 | $137K | Hold |
3,537
| – | – | ﹤0.01% | 1022 |
|
|
2020
Q4 | $137K | Hold |
3,537
| – | – | ﹤0.01% | 1022 |
|
|
2020
Q3 | $137K | Hold |
3,537
| – | – | ﹤0.01% | 1022 |
|
|
2020
Q2 | $137K | Hold |
3,537
| – | – | ﹤0.01% | 1022 |
|
|
2020
Q1 | $137K | Hold |
3,537
| – | – | ﹤0.01% | 1022 |
|
|
2019
Q4 | $137K | Hold |
3,537
| – | – | ﹤0.01% | 1022 |
|
|
2019
Q3 | $137K | Hold |
3,537
| – | – | ﹤0.01% | 1022 |
|
|
2019
Q2 | $137K | Hold |
3,537
| – | – | ﹤0.01% | 1022 |
|
|
2019
Q1 | $137K | Buy |
+3,537
| New | +$137K | ﹤0.01% | 1022 |
|
|
2017
Q2 | – | Sell |
-956
| Closed | -$30K | – | 1235 |
|
|
2017
Q1 | $30K | Buy |
+956
| New | +$30K | ﹤0.01% | 541 |
|