Carson Wealth (CWM LLC)’s SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Sell |
40,056
-2,492
| -6% | -$172K | 0.01% | 824 |
|
|
2025
Q1 | $2.66M | Sell |
42,548
-3,352
| -7% | -$209K | 0.01% | 734 |
|
|
2024
Q4 | $2.91M | Sell |
45,900
-4,672
| -9% | -$296K | 0.01% | 644 |
|
|
2024
Q3 | $3.28M | Buy |
50,572
+13,271
| +36% | +$860K | 0.01% | 555 |
|
|
2024
Q2 | $2.27M | Sell |
37,301
-78,667
| -68% | -$4.78M | 0.01% | 616 |
|
|
2024
Q1 | $6.92M | Sell |
115,968
-12,458
| -10% | -$743K | 0.03% | 357 |
|
|
2023
Q4 | $7.11M | Sell |
128,426
-29,038
| -18% | -$1.61M | 0.04% | 340 |
|
|
2023
Q3 | $7.95M | Buy |
157,464
+146,167
| +1,294% | +$7.38M | 0.05% | 277 |
|
|
2023
Q2 | $591K | Buy |
11,297
+186
| +2% | +$9.73K | ﹤0.01% | 883 |
|
|
2023
Q1 | $554K | Sell |
11,111
-63,437
| -85% | -$3.16M | ﹤0.01% | 860 |
|
|
2022
Q4 | $3.48M | Buy |
+74,548
| New | +$3.48M | 0.03% | 368 |
|