Carson Wealth (CWM LLC)’s NEOS S&P 500 High Income ETF SPYI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Buy |
3,871
+1,361
| +54% | +$68.6K | ﹤0.01% | 2201 |
|
|
2025
Q1 | $120K | Buy |
2,510
+2,087
| +493% | +$99.8K | ﹤0.01% | 2269 |
|
|
2024
Q4 | $22K | Buy |
423
+9
| +2% | +$468 | ﹤0.01% | 3381 |
|
|
2024
Q3 | $21K | Buy |
414
+314
| +314% | +$15.9K | ﹤0.01% | 3332 |
|
|
2024
Q2 | $5K | Sell |
100
-2,074
| -95% | -$104K | ﹤0.01% | 3897 |
|
|
2024
Q1 | $109K | Buy |
2,174
+94
| +5% | +$4.71K | ﹤0.01% | 1827 |
|
|
2023
Q4 | $100K | Buy |
+2,080
| New | +$100K | ﹤0.01% | 1777 |
|