Carson Wealth (CWM LLC)’s SPDR S&P Kensho Smart Mobility ETF HAIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $124K | Sell |
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|
2025
Q2 | $110K | Sell |
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|
2025
Q1 | $97K | Sell |
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|
2024
Q4 | $108K | Sell |
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|
2024
Q3 | $110K | Sell |
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|
2024
Q2 | $108K | Buy |
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|
2024
Q1 | $116K | Buy |
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|
2023
Q4 | $121K | Sell |
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|
2023
Q3 | $120K | Buy |
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|
2023
Q2 | $129K | Sell |
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|
2023
Q1 | $132K | Buy |
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|
2022
Q4 | $120K | Buy |
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|
2022
Q3 | $128K | Buy |
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|
2022
Q2 | $138K | Buy |
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|
2022
Q1 | $188K | Buy |
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|
2021
Q4 | $221K | Buy |
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|
2021
Q2 | $243K | Hold |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $243K | Hold |
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|
2020
Q3 | $243K | Hold |
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|
2020
Q2 | $243K | Hold |
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|
2020
Q1 | $243K | Hold |
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|
2019
Q4 | $243K | Hold |
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|
2019
Q3 | $243K | Hold |
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|
2019
Q2 | $243K | Hold |
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|
2019
Q1 | $243K | Buy |
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