Carson Wealth (CWM LLC)’s SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.1M | Sell |
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|
2025
Q2 | $4.95M | Buy |
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|
2025
Q1 | $4.52M | Sell |
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|
2024
Q4 | $4.15M | Buy |
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|
2024
Q3 | $331K | Sell |
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|
2024
Q2 | $334K | Sell |
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|
2024
Q1 | $869K | Sell |
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|
2023
Q4 | $2.76M | Buy |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $133K | Buy |
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|
2023
Q1 | $115K | Sell |
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|
2022
Q4 | $119K | Sell |
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|
2022
Q3 | $103K | Sell |
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|
2022
Q2 | $148K | Sell |
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|
2022
Q1 | $182K | Buy |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $1K | Hold |
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|
2019
Q1 | $1K | Buy |
|