Carson Wealth (CWM LLC)’s iShares Global Consumer Staples ETF KXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24K | Sell |
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|
2025
Q2 | $38K | Sell |
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|
2025
Q1 | $132K | Sell |
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|
2024
Q4 | $125K | Sell |
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|
2024
Q3 | $137K | Hold |
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|
2024
Q2 | $125K | Sell |
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|
2024
Q1 | $147K | Buy |
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|
2023
Q4 | $70K | Sell |
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|
2023
Q3 | $75K | Buy |
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|
2023
Q2 | $36K | Hold |
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|
2023
Q1 | $36K | Hold |
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|
2022
Q4 | $35K | Hold |
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|
2022
Q3 | $31K | Hold |
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|
2022
Q2 | $34K | Hold |
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|
2022
Q1 | $36K | Sell |
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|
2021
Q4 | $134K | Buy |
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|
2021
Q2 | $23K | Hold |
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|
2021
Q1 | $23K | Hold |
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|
2020
Q4 | $23K | Hold |
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|
2020
Q3 | $23K | Hold |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $23K | Hold |
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|
2019
Q4 | $23K | Hold |
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|
2019
Q3 | $23K | Hold |
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|
2019
Q2 | $23K | Hold |
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|
2019
Q1 | $23K | Buy |
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