Carson Wealth (CWM LLC)’s SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.78M | Sell |
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|
2025
Q2 | $2.76M | Sell |
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|
2025
Q1 | $2.66M | Sell |
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|
2024
Q4 | $2.91M | Sell |
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|
2024
Q3 | $3.28M | Buy |
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|
2024
Q2 | $2.27M | Sell |
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|
2024
Q1 | $6.92M | Sell |
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|
2023
Q4 | $7.11M | Sell |
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|
2023
Q3 | $7.95M | Buy |
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|
2023
Q2 | $591K | Buy |
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|
2023
Q1 | $554K | Sell |
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|
2022
Q4 | $3.48M | Buy |
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