Carson Wealth (CWM LLC)’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24K | Sell |
251
-825
| -77% | -$78.9K | ﹤0.01% | 3806 |
|
|
2025
Q1 | $107K | Buy |
1,076
+1,000
| +1,316% | +$99.4K | ﹤0.01% | 2373 |
|
|
2024
Q4 | $8K | Buy |
76
+29
| +62% | +$3.05K | ﹤0.01% | 4008 |
|
|
2024
Q3 | $5K | Sell |
47
-5
| -10% | -$532 | ﹤0.01% | 4130 |
|
|
2024
Q2 | $5K | Sell |
52
-24
| -32% | -$2.31K | ﹤0.01% | 3891 |
|
|
2024
Q1 | $7K | Buy |
76
+53
| +230% | +$4.88K | ﹤0.01% | 3532 |
|
|
2023
Q4 | $2K | Sell |
23
-15
| -39% | -$1.3K | ﹤0.01% | 3837 |
|
|
2023
Q3 | $3K | Buy |
38
+26
| +217% | +$2.05K | ﹤0.01% | 3697 |
|
|
2023
Q2 | $1K | Buy |
12
+5
| +71% | +$417 | ﹤0.01% | 4041 |
|
|
2023
Q1 | $1K | Buy |
7
+4
| +133% | +$571 | ﹤0.01% | 3901 |
|
|
2022
Q4 | $0 | Sell |
3
-94
| -97% | – | ﹤0.01% | 4202 |
|
|
2022
Q3 | $8K | Sell |
97
-70
| -42% | -$5.77K | ﹤0.01% | 2840 |
|
|
2022
Q2 | $16K | Sell |
167
-92
| -36% | -$8.81K | ﹤0.01% | 2271 |
|
|
2022
Q1 | $30K | Hold |
259
| – | – | ﹤0.01% | 1843 |
|
|
2021
Q4 | $32K | Buy |
+259
| New | +$32K | ﹤0.01% | 1759 |
|
|
2021
Q2 | $7K | Hold |
69
| – | – | ﹤0.01% | 2248 |
|
|
2021
Q1 | $7K | Hold |
69
| – | – | ﹤0.01% | 2248 |
|
|
2020
Q4 | $7K | Hold |
69
| – | – | ﹤0.01% | 2248 |
|
|
2020
Q3 | $7K | Hold |
69
| – | – | ﹤0.01% | 2248 |
|
|
2020
Q2 | $7K | Hold |
69
| – | – | ﹤0.01% | 2248 |
|
|
2020
Q1 | $7K | Hold |
69
| – | – | ﹤0.01% | 2248 |
|
|
2019
Q4 | $7K | Hold |
69
| – | – | ﹤0.01% | 2248 |
|
|
2019
Q3 | $7K | Hold |
69
| – | – | ﹤0.01% | 2248 |
|
|
2019
Q2 | $7K | Hold |
69
| – | – | ﹤0.01% | 2248 |
|
|
2019
Q1 | $7K | Buy |
+69
| New | +$7K | ﹤0.01% | 2248 |
|
|
2017
Q4 | – | Sell |
-750
| Closed | -$69K | – | 1561 |
|
|
2017
Q3 | $69K | Buy |
+750
| New | +$69K | ﹤0.01% | 465 |
|
|
2017
Q2 | – | Sell |
-523
| Closed | -$48K | – | 1290 |
|
|
2017
Q1 | $48K | Buy |
523
+327
| +167% | +$30K | ﹤0.01% | 466 |
|
|
2016
Q4 | $18K | Sell |
196
-1,235
| -86% | -$113K | ﹤0.01% | 605 |
|
|
2016
Q3 | $139K | Sell |
1,431
-605
| -30% | -$58.8K | 0.01% | 300 |
|
|
2016
Q2 | $202K | Buy |
+2,036
| New | +$202K | 0.01% | 240 |
|