Carson Wealth (CWM LLC)’s SPDR S&P International Small Cap ETF GWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $113K | Sell |
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|
2025
Q2 | $110K | Sell |
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|
2025
Q1 | $95K | Buy |
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|
2024
Q4 | $82K | Sell |
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|
2024
Q3 | $113K | Sell |
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|
2024
Q2 | $199K | Sell |
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|
2024
Q1 | $205K | Sell |
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|
2023
Q4 | $662K | Buy |
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|
2023
Q3 | $112K | Sell |
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|
2023
Q2 | $118K | Sell |
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|
2023
Q1 | $142K | Sell |
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|
2022
Q4 | $143K | Buy |
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|
2022
Q3 | $67K | Buy |
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|
2022
Q2 | $70K | Sell |
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|
2022
Q1 | $121K | Sell |
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|
2021
Q4 | $134K | Buy |
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|
2021
Q2 | $137K | Hold |
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|
2021
Q1 | $137K | Hold |
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|
2020
Q4 | $137K | Hold |
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|
2020
Q3 | $137K | Hold |
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|
2020
Q2 | $137K | Hold |
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|
2020
Q1 | $137K | Hold |
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|
2019
Q4 | $137K | Hold |
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|
2019
Q3 | $137K | Hold |
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|
2019
Q2 | $137K | Hold |
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|
2019
Q1 | $137K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $30K | Buy |
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