Carson Wealth (CWM LLC)’s SPDR S&P Bank ETF KBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53K | Buy |
948
+64
| +7% | +$3.58K | ﹤0.01% | 3232 |
|
|
2025
Q1 | $47K | Hold |
884
| – | – | ﹤0.01% | 3034 |
|
|
2024
Q4 | $49K | Hold |
884
| – | – | ﹤0.01% | 2815 |
|
|
2024
Q3 | $47K | Sell |
884
-131
| -13% | -$6.97K | ﹤0.01% | 2738 |
|
|
2024
Q2 | $47K | Buy |
1,015
+131
| +15% | +$6.07K | ﹤0.01% | 2511 |
|
|
2024
Q1 | $42K | Sell |
884
-408
| -32% | -$19.4K | ﹤0.01% | 2413 |
|
|
2023
Q4 | $59K | Buy |
1,292
+333
| +35% | +$15.2K | ﹤0.01% | 2065 |
|
|
2023
Q3 | $35K | Sell |
959
-115
| -11% | -$4.2K | ﹤0.01% | 2307 |
|
|
2023
Q2 | $39K | Hold |
1,074
| – | – | ﹤0.01% | 2158 |
|
|
2023
Q1 | $40K | Buy |
1,074
+115
| +12% | +$4.28K | ﹤0.01% | 2028 |
|
|
2022
Q4 | $43K | Hold |
959
| – | – | ﹤0.01% | 1818 |
|
|
2022
Q3 | $42K | Sell |
959
-178
| -16% | -$7.8K | ﹤0.01% | 1742 |
|
|
2022
Q2 | $50K | Sell |
1,137
-252
| -18% | -$11.1K | ﹤0.01% | 1632 |
|
|
2022
Q1 | $73K | Hold |
1,389
| – | – | ﹤0.01% | 1446 |
|
|
2021
Q4 | $76K | Buy |
+1,389
| New | +$76K | ﹤0.01% | 1410 |
|
|
2021
Q2 | $31K | Hold |
608
| – | – | ﹤0.01% | 1599 |
|
|
2021
Q1 | $31K | Hold |
608
| – | – | ﹤0.01% | 1599 |
|
|
2020
Q4 | $31K | Hold |
608
| – | – | ﹤0.01% | 1599 |
|
|
2020
Q3 | $31K | Hold |
608
| – | – | ﹤0.01% | 1599 |
|
|
2020
Q2 | $31K | Hold |
608
| – | – | ﹤0.01% | 1599 |
|
|
2020
Q1 | $31K | Hold |
608
| – | – | ﹤0.01% | 1599 |
|
|
2019
Q4 | $31K | Hold |
608
| – | – | ﹤0.01% | 1599 |
|
|
2019
Q3 | $31K | Hold |
608
| – | – | ﹤0.01% | 1599 |
|
|
2019
Q2 | $31K | Hold |
608
| – | – | ﹤0.01% | 1599 |
|
|
2019
Q1 | $31K | Sell |
608
-551
| -48% | -$28.1K | ﹤0.01% | 1599 |
|
|
2018
Q4 | $43K | Sell |
1,159
-333
| -22% | -$12.4K | ﹤0.01% | 909 |
|
|
2018
Q3 | $69K | Buy |
1,492
+466
| +45% | +$21.6K | ﹤0.01% | 685 |
|
|
2018
Q2 | $48K | Buy |
+1,026
| New | +$48K | ﹤0.01% | 635 |
|