Carson Wealth (CWM LLC)’s Global X SuperDividend ETF SDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49K | Buy |
2,174
+1,931
| +795% | +$43.5K | ﹤0.01% | 3301 |
|
|
2025
Q1 | $5K | Hold |
243
| – | – | ﹤0.01% | 4477 |
|
|
2024
Q4 | $5K | Buy |
+243
| New | +$5K | ﹤0.01% | 4235 |
|
|
2023
Q4 | – | Sell |
-202
| Closed | -$4K | – | 4468 |
|
|
2023
Q3 | $4K | Buy |
202
+201
| +20,100% | +$3.98K | ﹤0.01% | 3593 |
|
|
2023
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4417 |
|
|
2023
Q1 | – | Sell |
-902
| Closed | -$22K | – | 4302 |
|
|
2022
Q4 | $22K | Sell |
902
-1
| -0.1% | -$24 | ﹤0.01% | 2304 |
|
|
2022
Q3 | $20K | Hold |
903
| – | – | ﹤0.01% | 2229 |
|
|
2022
Q2 | $25K | Hold |
903
| – | – | ﹤0.01% | 1986 |
|
|
2022
Q1 | $31K | Buy |
+903
| New | +$31K | ﹤0.01% | 1827 |
|
|
2019
Q1 | – | Sell |
-850
| Closed | -$44K | – | 3204 |
|
|
2018
Q4 | $44K | Hold |
850
| – | – | ﹤0.01% | 905 |
|
|
2018
Q3 | $52K | Sell |
850
-421
| -33% | -$25.8K | ﹤0.01% | 743 |
|
|
2018
Q2 | $80K | Buy |
1,271
+421
| +50% | +$26.5K | ﹤0.01% | 557 |
|
|
2018
Q1 | $53K | Hold |
850
| – | – | ﹤0.01% | 544 |
|
|
2017
Q4 | $56K | Hold |
850
| – | – | ﹤0.01% | 513 |
|
|
2017
Q3 | $56K | Hold |
850
| – | – | ﹤0.01% | 498 |
|
|
2017
Q2 | $55K | Hold |
850
| – | – | ﹤0.01% | 464 |
|
|
2017
Q1 | $55K | Hold |
850
| – | – | ﹤0.01% | 440 |
|
|
2016
Q4 | $53K | Buy |
+850
| New | +$53K | ﹤0.01% | 443 |
|