Carson Wealth (CWM LLC)’s SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Buy |
2,812
+1
| +0% | +$39 | ﹤0.01% | 2615 |
|
|
2025
Q1 | $99K | Sell |
2,811
-26
| -0.9% | -$916 | ﹤0.01% | 2432 |
|
|
2024
Q4 | $103K | Sell |
2,837
-9,055
| -76% | -$329K | ﹤0.01% | 2266 |
|
|
2024
Q3 | $443K | Sell |
11,892
-39
| -0.3% | -$1.45K | ﹤0.01% | 1369 |
|
|
2024
Q2 | $411K | Buy |
11,931
+2,220
| +23% | +$76.5K | ﹤0.01% | 1268 |
|
|
2024
Q1 | $328K | Buy |
9,711
+7,320
| +306% | +$247K | ﹤0.01% | 1296 |
|
|
2023
Q4 | $76K | Buy |
2,391
+16
| +0.7% | +$509 | ﹤0.01% | 1915 |
|
|
2023
Q3 | $67K | Buy |
+2,375
| New | +$67K | ﹤0.01% | 1889 |
|