Carson Wealth (CWM LLC)’s Global X Defense Tech ETF SHLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$79K	Buy	1,311 +226	+21%	+$13.6K	﹤0.01%	2914
2025 Q1	$51K	Buy	+1,085	New	+$51K	﹤0.01%	2977
2024 Q4	–	Sell	-59	Closed	-$2K	–	5128
2024 Q3	$2K	Buy	+59	New	+$2K	﹤0.01%	4453