Carson Wealth (CWM LLC)’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48K | Sell |
1,739
-1,685
| -49% | -$46.5K | ﹤0.01% | 3318 |
|
|
2025
Q1 | $84K | Buy |
3,424
+1,668
| +95% | +$40.9K | ﹤0.01% | 2571 |
|
|
2024
Q4 | $40K | Hold |
1,756
| – | – | ﹤0.01% | 2961 |
|
|
2024
Q3 | $48K | Sell |
1,756
-1
| -0.1% | -$27 | ﹤0.01% | 2722 |
|
|
2024
Q2 | $42K | Buy |
1,757
+13
| +0.7% | +$311 | ﹤0.01% | 2595 |
|
|
2024
Q1 | $46K | Buy |
1,744
+1,657
| +1,905% | +$43.7K | ﹤0.01% | 2341 |
|
|
2023
Q4 | $2K | Buy |
87
+52
| +149% | +$1.2K | ﹤0.01% | 3838 |
|
|
2023
Q3 | $1K | Sell |
35
-12
| -26% | -$343 | ﹤0.01% | 4061 |
|
|
2023
Q2 | $1K | Buy |
47
+15
| +47% | +$319 | ﹤0.01% | 4042 |
|
|
2023
Q1 | $1K | Buy |
32
+24
| +300% | +$750 | ﹤0.01% | 3902 |
|
|
2022
Q4 | $0 | Sell |
8
-151
| -95% | – | ﹤0.01% | 4203 |
|
|
2022
Q3 | $4K | Hold |
159
| – | – | ﹤0.01% | 3205 |
|
|
2022
Q2 | $4K | Sell |
159
-209
| -57% | -$5.26K | ﹤0.01% | 3121 |
|
|
2022
Q1 | $13K | Buy |
368
+134
| +57% | +$4.73K | ﹤0.01% | 2334 |
|
|
2021
Q4 | $8K | Buy |
+234
| New | +$8K | ﹤0.01% | 2489 |
|
|
2021
Q2 | $9K | Hold |
234
| – | – | ﹤0.01% | 2151 |
|
|
2021
Q1 | $9K | Hold |
234
| – | – | ﹤0.01% | 2151 |
|
|
2020
Q4 | $9K | Hold |
234
| – | – | ﹤0.01% | 2151 |
|
|
2020
Q3 | $9K | Hold |
234
| – | – | ﹤0.01% | 2151 |
|
|
2020
Q2 | $9K | Hold |
234
| – | – | ﹤0.01% | 2151 |
|
|
2020
Q1 | $9K | Hold |
234
| – | – | ﹤0.01% | 2151 |
|
|
2019
Q4 | $9K | Hold |
234
| – | – | ﹤0.01% | 2151 |
|
|
2019
Q3 | $9K | Hold |
234
| – | – | ﹤0.01% | 2151 |
|
|
2019
Q2 | $9K | Hold |
234
| – | – | ﹤0.01% | 2151 |
|
|
2019
Q1 | $9K | Sell |
234
-1,315
| -85% | -$50.6K | ﹤0.01% | 2151 |
|
|
2018
Q4 | $55K | Sell |
1,549
-592
| -28% | -$21K | ﹤0.01% | 859 |
|
|
2018
Q3 | $82K | Hold |
2,141
| – | – | ﹤0.01% | 650 |
|
|
2018
Q2 | $84K | Buy |
2,141
+1,520
| +245% | +$59.6K | ﹤0.01% | 545 |
|
|
2018
Q1 | $25K | Sell |
621
-1,042
| -63% | -$41.9K | ﹤0.01% | 673 |
|
|
2017
Q4 | $67K | Hold |
1,663
| – | – | ﹤0.01% | 481 |
|
|
2017
Q3 | $64K | Sell |
1,663
-189
| -10% | -$7.27K | ﹤0.01% | 475 |
|
|
2017
Q2 | $71K | Sell |
1,852
-334
| -15% | -$12.8K | ﹤0.01% | 428 |
|
|
2017
Q1 | $82K | Buy |
2,186
+523
| +31% | +$19.6K | ﹤0.01% | 380 |
|
|
2016
Q4 | $60K | Hold |
1,663
| – | – | ﹤0.01% | 420 |
|
|
2016
Q3 | $69K | Hold |
1,663
| – | – | ﹤0.01% | 379 |
|
|
2016
Q2 | $69K | Hold |
1,663
| – | – | 0.01% | 343 |
|
|
2016
Q1 | $69K | Buy |
+1,663
| New | +$69K | 0.01% | 310 |
|