Carson Wealth (CWM LLC)’s iShares Global Consumer Discretionary ETF RXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $193K | Hold |
|
|||||
|
2025
Q2 | $176K | Hold |
|
|||||
|
2025
Q1 | $166K | Hold |
|
|||||
|
2024
Q4 | $172K | Buy |
|
|||||
|
2024
Q3 | $40K | Hold |
|
|||||
|
2024
Q2 | $37K | Hold |
|
|||||
|
2024
Q1 | $38K | Hold |
|
|||||
|
2023
Q4 | $36K | Hold |
|
|||||
|
2023
Q3 | $33K | Hold |
|
|||||
|
2023
Q2 | $36K | Hold |
|
|||||
|
2023
Q1 | $33K | Hold |
|
|||||
|
2022
Q4 | $29K | Sell |
|
|||||
|
2022
Q3 | $40K | Hold |
|
|||||
|
2022
Q2 | $42K | Hold |
|
|||||
|
2022
Q1 | $51K | Hold |
|
|||||
|
2021
Q4 | $59K | Buy |
|
|||||
|
2021
Q2 | $56K | Hold |
|
|||||
|
2021
Q1 | $56K | Hold |
|
|||||
|
2020
Q4 | $56K | Hold |
|
|||||
|
2020
Q3 | $56K | Hold |
|
|||||
|
2020
Q2 | $56K | Hold |
|
|||||
|
2020
Q1 | $56K | Hold |
|
|||||
|
2019
Q4 | $56K | Hold |
|
|||||
|
2019
Q3 | $56K | Hold |
|
|||||
|
2019
Q2 | $56K | Hold |
|
|||||
|
2019
Q1 | $56K | Buy |
|
|||||
|
2018
Q4 | $10K | Hold |
|
|||||
|
2018
Q3 | $12K | Hold |
|
|||||
|
2018
Q2 | $11K | Hold |
|
|||||
|
2018
Q1 | $11K | Hold |
|
|||||
|
2017
Q4 | $11K | Hold |
|
|||||
|
2017
Q3 | $10K | Hold |
|
|||||
|
2017
Q2 | $10K | Hold |
|
|||||
|
2017
Q1 | $10K | Hold |
|
|||||
|
2016
Q4 | $9K | Hold |
|
|||||
|
2016
Q3 | $9K | Hold |
|
|||||
|
2016
Q2 | $8K | Hold |
|
|||||
|
2016
Q1 | $9K | Buy |
|