Carson Wealth (CWM LLC)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.3M | Buy |
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|
2025
Q2 | $10.6M | Sell |
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|
2025
Q1 | $11.2M | Sell |
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|
2024
Q4 | $12M | Sell |
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|
2024
Q3 | $12.9M | Sell |
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|
2024
Q2 | $13M | Sell |
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|
2024
Q1 | $15.6M | Buy |
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|
2023
Q4 | $7.25M | Sell |
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|
2023
Q3 | $6.99M | Sell |
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|
2023
Q2 | $10.1M | Sell |
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|
2023
Q1 | $17M | Buy |
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|
2022
Q4 | $8.4M | Buy |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $810K | Sell |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $895K | Buy |
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|
2021
Q2 | $734K | Hold |
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|
2021
Q1 | $734K | Hold |
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|
2020
Q4 | $734K | Hold |
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|
2020
Q3 | $734K | Hold |
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|
2020
Q2 | $734K | Hold |
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|
2020
Q1 | $734K | Hold |
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|
2019
Q4 | $734K | Hold |
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|
2019
Q3 | $734K | Hold |
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|
2019
Q2 | $734K | Hold |
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|
2019
Q1 | $734K | Sell |
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|
2018
Q4 | $6.12M | Buy |
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|
2018
Q3 | $5.5M | Buy |
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|
2018
Q2 | $1.26M | Buy |
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|
2018
Q1 | $810K | Sell |
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|
2017
Q4 | $914K | Hold |
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|
2017
Q3 | $884K | Buy |
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|
2017
Q2 | $784K | Buy |
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|
2017
Q1 | $771K | Sell |
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|
2016
Q4 | $837K | Buy |
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|
2016
Q3 | $560K | Buy |
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|
2016
Q2 | $16K | Buy |
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|
2016
Q1 | $6K | Sell |
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|
2015
Q4 | $118K | Hold |
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|
2015
Q3 | $116K | Buy |
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