Carson Wealth (CWM LLC)’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Buy |
2,379
+186
| +8% | +$8.21K | ﹤0.01% | 2673 |
|
|
2025
Q1 | $96K | Sell |
2,193
-398
| -15% | -$17.4K | ﹤0.01% | 2457 |
|
|
2024
Q4 | $111K | Sell |
2,591
-649
| -20% | -$27.8K | ﹤0.01% | 2215 |
|
|
2024
Q3 | $154K | Sell |
3,240
-3,281
| -50% | -$156K | ﹤0.01% | 1905 |
|
|
2024
Q2 | $271K | Sell |
6,521
-2,083
| -24% | -$86.6K | ﹤0.01% | 1440 |
|
|
2024
Q1 | $368K | Sell |
8,604
-6,546
| -43% | -$280K | ﹤0.01% | 1245 |
|
|
2023
Q4 | $662K | Buy |
15,150
+14,722
| +3,440% | +$643K | ﹤0.01% | 955 |
|
|
2023
Q3 | $16K | Sell |
428
-23
| -5% | -$860 | ﹤0.01% | 2846 |
|
|
2023
Q2 | $19K | Buy |
451
+75
| +20% | +$3.16K | ﹤0.01% | 2687 |
|
|
2023
Q1 | $15K | Sell |
376
-1,067
| -74% | -$42.6K | ﹤0.01% | 2709 |
|
|
2022
Q4 | $59K | Buy |
1,443
+534
| +59% | +$21.8K | ﹤0.01% | 1639 |
|
|
2022
Q3 | $35K | Sell |
909
-41
| -4% | -$1.58K | ﹤0.01% | 1855 |
|
|
2022
Q2 | $42K | Sell |
950
-64
| -6% | -$2.83K | ﹤0.01% | 1701 |
|
|
2022
Q1 | $55K | Sell |
1,014
-41
| -4% | -$2.22K | ﹤0.01% | 1563 |
|
|
2021
Q4 | $60K | Buy |
+1,055
| New | +$60K | ﹤0.01% | 1498 |
|
|
2021
Q2 | $62K | Hold |
1,199
| – | – | ﹤0.01% | 1308 |
|
|
2021
Q1 | $62K | Hold |
1,199
| – | – | ﹤0.01% | 1308 |
|
|
2020
Q4 | $62K | Hold |
1,199
| – | – | ﹤0.01% | 1308 |
|
|
2020
Q3 | $62K | Hold |
1,199
| – | – | ﹤0.01% | 1308 |
|
|
2020
Q2 | $62K | Hold |
1,199
| – | – | ﹤0.01% | 1308 |
|
|
2020
Q1 | $62K | Hold |
1,199
| – | – | ﹤0.01% | 1308 |
|
|
2019
Q4 | $62K | Hold |
1,199
| – | – | ﹤0.01% | 1308 |
|
|
2019
Q3 | $62K | Hold |
1,199
| – | – | ﹤0.01% | 1308 |
|
|
2019
Q2 | $62K | Hold |
1,199
| – | – | ﹤0.01% | 1308 |
|
|
2019
Q1 | $62K | Sell |
1,199
-5,308
| -82% | -$274K | ﹤0.01% | 1308 |
|
|
2018
Q4 | $288K | Buy |
6,507
+5,470
| +527% | +$242K | 0.01% | 527 |
|
|
2018
Q3 | $49K | Sell |
1,037
-32
| -3% | -$1.51K | ﹤0.01% | 757 |
|
|
2018
Q2 | $51K | Hold |
1,069
| – | – | ﹤0.01% | 626 |
|
|
2018
Q1 | $49K | Sell |
1,069
-27
| -2% | -$1.24K | ﹤0.01% | 558 |
|
|
2017
Q4 | $54K | Sell |
1,096
-222
| -17% | -$10.9K | ﹤0.01% | 520 |
|
|
2017
Q3 | $63K | Sell |
1,318
-357
| -21% | -$17.1K | ﹤0.01% | 477 |
|
|
2017
Q2 | $80K | Sell |
1,675
-2,027
| -55% | -$96.8K | ﹤0.01% | 408 |
|
|
2017
Q1 | $174K | Sell |
3,702
-1,349
| -27% | -$63.4K | 0.01% | 304 |
|
|
2016
Q4 | $237K | Sell |
5,051
-3,534
| -41% | -$166K | 0.01% | 258 |
|
|
2016
Q3 | $428K | Sell |
8,585
-93
| -1% | -$4.64K | 0.03% | 211 |
|
|
2016
Q2 | $437K | Sell |
8,678
-4,838
| -36% | -$244K | 0.03% | 207 |
|
|
2016
Q1 | $662K | Sell |
13,516
-2,549
| -16% | -$125K | 0.06% | 177 |
|
|
2015
Q4 | $752K | Sell |
16,065
-6,311
| -28% | -$295K | 0.07% | 157 |
|
|
2015
Q3 | $1.01M | Buy |
22,376
+4,086
| +22% | +$185K | 0.1% | 138 |
|
|
2015
Q2 | $838K | Buy |
18,290
+1,096
| +6% | +$50.2K | 0.08% | 133 |
|
|
2015
Q1 | $854K | Buy |
+17,194
| New | +$854K | 0.09% | 137 |
|