Carson Wealth (CWM LLC)’s SPDR S&P China ETF GXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Sell |
3
-578
| -99% | – | ﹤0.01% | 5179 |
|
|
2025
Q1 | $50K | Buy |
581
+470
| +423% | +$40.4K | ﹤0.01% | 2991 |
|
|
2024
Q4 | $8K | Sell |
111
-25
| -18% | -$1.8K | ﹤0.01% | 3989 |
|
|
2024
Q3 | $11K | Hold |
136
| – | – | ﹤0.01% | 3732 |
|
|
2024
Q2 | $9K | Sell |
136
-4
| -3% | -$265 | ﹤0.01% | 3601 |
|
|
2024
Q1 | $9K | Hold |
140
| – | – | ﹤0.01% | 3393 |
|
|
2023
Q4 | $10K | Sell |
140
-2
| -1% | -$143 | ﹤0.01% | 3174 |
|
|
2023
Q3 | $10K | Hold |
142
| – | – | ﹤0.01% | 3129 |
|
|
2023
Q2 | $10K | Sell |
142
-449
| -76% | -$31.6K | ﹤0.01% | 3074 |
|
|
2023
Q1 | $49K | Buy |
591
+450
| +319% | +$37.3K | ﹤0.01% | 1885 |
|
|
2022
Q4 | $11K | Buy |
141
+1
| +0.7% | +$78 | ﹤0.01% | 2746 |
|
|
2022
Q3 | $10K | Sell |
140
-127
| -48% | -$9.07K | ﹤0.01% | 2673 |
|
|
2022
Q2 | $24K | Sell |
267
-17
| -6% | -$1.53K | ﹤0.01% | 2006 |
|
|
2022
Q1 | $25K | Hold |
284
| – | – | ﹤0.01% | 1942 |
|
|
2021
Q4 | $29K | Buy |
+284
| New | +$29K | ﹤0.01% | 1790 |
|
|
2021
Q2 | $38K | Hold |
284
| – | – | ﹤0.01% | 1516 |
|
|
2021
Q1 | $38K | Hold |
284
| – | – | ﹤0.01% | 1516 |
|
|
2020
Q4 | $38K | Hold |
284
| – | – | ﹤0.01% | 1516 |
|
|
2020
Q3 | $38K | Hold |
284
| – | – | ﹤0.01% | 1516 |
|
|
2020
Q2 | $38K | Hold |
284
| – | – | ﹤0.01% | 1516 |
|
|
2020
Q1 | $38K | Hold |
284
| – | – | ﹤0.01% | 1516 |
|
|
2019
Q4 | $38K | Hold |
284
| – | – | ﹤0.01% | 1516 |
|
|
2019
Q3 | $38K | Hold |
284
| – | – | ﹤0.01% | 1516 |
|
|
2019
Q2 | $38K | Hold |
284
| – | – | ﹤0.01% | 1516 |
|
|
2019
Q1 | $38K | Buy |
284
+165
| +139% | +$22.1K | ﹤0.01% | 1516 |
|
|
2018
Q4 | $10K | Buy |
119
+23
| +24% | +$1.93K | ﹤0.01% | 1321 |
|
|
2018
Q3 | $9K | Buy |
96
+35
| +57% | +$3.28K | ﹤0.01% | 1181 |
|
|
2018
Q2 | $6K | Buy |
+61
| New | +$6K | ﹤0.01% | 1145 |
|
|
2017
Q4 | – | Sell |
-63
| Closed | -$6K | – | 1506 |
|
|
2017
Q3 | $6K | Buy |
+63
| New | +$6K | ﹤0.01% | 1025 |
|
|
2015
Q4 | – | Sell |
-54
| Closed | -$4K | – | 711 |
|
|
2015
Q3 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 518 |
|
|
2014
Q4 | – | Sell |
-59,738
| Closed | -$4.58M | – | 181 |
|
|
2014
Q3 | $4.58M | Buy |
+59,738
| New | +$4.58M | 0.66% | 48 |
|