Carson Wealth (CWM LLC)’s iShares Global Consumer Staples ETF KXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38K | Sell |
586
-1,481
| -72% | -$96K | ﹤0.01% | 3475 |
|
|
2025
Q1 | $132K | Sell |
2,067
-12
| -0.6% | -$766 | ﹤0.01% | 2195 |
|
|
2024
Q4 | $125K | Sell |
2,079
-7
| -0.3% | -$421 | ﹤0.01% | 2131 |
|
|
2024
Q3 | $137K | Hold |
2,086
| – | – | ﹤0.01% | 1990 |
|
|
2024
Q2 | $125K | Sell |
2,086
-324
| -13% | -$19.4K | ﹤0.01% | 1835 |
|
|
2024
Q1 | $147K | Buy |
2,410
+1,223
| +103% | +$74.6K | ﹤0.01% | 1667 |
|
|
2023
Q4 | $70K | Sell |
1,187
-124
| -9% | -$7.31K | ﹤0.01% | 1973 |
|
|
2023
Q3 | $75K | Buy |
1,311
+725
| +124% | +$41.5K | ﹤0.01% | 1814 |
|
|
2023
Q2 | $36K | Hold |
586
| – | – | ﹤0.01% | 2230 |
|
|
2023
Q1 | $36K | Hold |
586
| – | – | ﹤0.01% | 2093 |
|
|
2022
Q4 | $35K | Hold |
586
| – | – | ﹤0.01% | 1976 |
|
|
2022
Q3 | $31K | Hold |
586
| – | – | ﹤0.01% | 1935 |
|
|
2022
Q2 | $34K | Hold |
586
| – | – | ﹤0.01% | 1814 |
|
|
2022
Q1 | $36K | Sell |
586
-1,489
| -72% | -$91.5K | ﹤0.01% | 1761 |
|
|
2021
Q4 | $134K | Buy |
+2,075
| New | +$134K | ﹤0.01% | 1190 |
|
|
2021
Q2 | $23K | Hold |
380
| – | – | ﹤0.01% | 1725 |
|
|
2021
Q1 | $23K | Hold |
380
| – | – | ﹤0.01% | 1725 |
|
|
2020
Q4 | $23K | Hold |
380
| – | – | ﹤0.01% | 1725 |
|
|
2020
Q3 | $23K | Hold |
380
| – | – | ﹤0.01% | 1725 |
|
|
2020
Q2 | $23K | Hold |
380
| – | – | ﹤0.01% | 1725 |
|
|
2020
Q1 | $23K | Hold |
380
| – | – | ﹤0.01% | 1725 |
|
|
2019
Q4 | $23K | Hold |
380
| – | – | ﹤0.01% | 1725 |
|
|
2019
Q3 | $23K | Hold |
380
| – | – | ﹤0.01% | 1725 |
|
|
2019
Q2 | $23K | Hold |
380
| – | – | ﹤0.01% | 1725 |
|
|
2019
Q1 | $23K | Buy |
+380
| New | +$23K | ﹤0.01% | 1725 |
|