Carson Wealth (CWM LLC)’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $5.72M | Sell |
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|
2025
Q3 | $6.2M | Sell |
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|
2025
Q2 | $5.98M | Sell |
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|
2025
Q1 | $6.13M | Buy |
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|
2024
Q4 | $5.61M | Buy |
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|
2024
Q3 | $69K | Hold |
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|
2024
Q2 | $66K | Sell |
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|
2024
Q1 | $70K | Hold |
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|
2023
Q4 | $65K | Hold |
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|
2023
Q3 | $68K | Hold |
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|
2023
Q2 | $66K | Hold |
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|
2023
Q1 | $69K | Buy |
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|
2022
Q4 | $66K | Hold |
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|
2022
Q3 | $58K | Hold |
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|
2022
Q2 | $60K | Hold |
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|
2022
Q1 | $71K | Hold |
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|
2021
Q4 | $54K | Buy |
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|
2021
Q2 | $110K | Hold |
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|
2021
Q1 | $110K | Hold |
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|
2020
Q4 | $110K | Hold |
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|
2020
Q3 | $110K | Hold |
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|
2020
Q2 | $110K | Hold |
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|
2020
Q1 | $110K | Hold |
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|
2019
Q4 | $110K | Hold |
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|
2019
Q3 | $110K | Hold |
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|
2019
Q2 | $110K | Hold |
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|
2019
Q1 | $110K | Sell |
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|
2018
Q4 | $275K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $0 | Buy |
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