Carson Wealth (CWM LLC)’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $272M | Buy |
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|
2025
Q2 | $241M | Buy |
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|
2025
Q1 | $142M | Buy |
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|
2024
Q4 | $56.1M | Buy |
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|
2024
Q3 | $53.8M | Buy |
|
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|
2024
Q2 | $597K | Sell |
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|
2024
Q1 | $683K | Sell |
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|
2023
Q4 | $646K | Sell |
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|
2023
Q3 | $800K | Buy |
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|
2023
Q2 | $834K | Buy |
|
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|
2023
Q1 | $791K | Sell |
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|
2022
Q4 | $827K | Buy |
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|
2022
Q3 | $701K | Sell |
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|
2022
Q2 | $884K | Sell |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $81K | Buy |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $13K | Hold |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $13K | Hold |
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|
2020
Q1 | $13K | Hold |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $13K | Buy |
|