Carson Wealth (CWM LLC)’s SP Funds S&P Global REIT Sharia ETF SPRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Buy |
28,899
+401
| +1% | +$7.69K | ﹤0.01% | 1543 |
|
|
2025
Q1 | $556K | Buy |
28,498
+12,153
| +74% | +$237K | ﹤0.01% | 1405 |
|
|
2024
Q4 | $323K | Hold |
16,345
| – | – | ﹤0.01% | 1551 |
|
|
2024
Q3 | $360K | Buy |
16,345
+11,041
| +208% | +$243K | ﹤0.01% | 1457 |
|
|
2024
Q2 | $103K | Hold |
5,304
| – | – | ﹤0.01% | 1957 |
|
|
2024
Q1 | $108K | Hold |
5,304
| – | – | ﹤0.01% | 1832 |
|
|
2023
Q4 | $107K | Buy |
+5,304
| New | +$107K | ﹤0.01% | 1718 |
|