Carson Wealth (CWM LLC)’s SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $252K | Buy |
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|
2025
Q2 | $234K | Sell |
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|
2025
Q1 | $254K | Buy |
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|
2024
Q4 | $241K | Buy |
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|
2024
Q3 | $246K | Buy |
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|
2024
Q2 | $55K | Sell |
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|
2024
Q1 | $161K | Sell |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | $140K | Sell |
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|
2023
Q2 | $182K | Buy |
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|
2023
Q1 | $4K | Sell |
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|
2022
Q4 | $21K | Buy |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Buy |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Hold |
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|
2020
Q4 | $0 | Hold |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Hold |
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|
2020
Q1 | $0 | Hold |
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|
2019
Q4 | $0 | Hold |
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|
2019
Q3 | $0 | Hold |
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|
2019
Q2 | $0 | Hold |
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|
2019
Q1 | $0 | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $10K | Buy |
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