Carson Wealth (CWM LLC)’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $562K | Sell |
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|
2025
Q2 | $607K | Sell |
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|
2025
Q1 | $547K | Buy |
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|
2024
Q4 | $574K | Sell |
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|
2024
Q3 | $719K | Buy |
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|
2024
Q2 | $538K | Buy |
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|
2024
Q1 | $466K | Buy |
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|
2023
Q4 | $390K | Buy |
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|
2023
Q3 | $347K | Sell |
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|
2023
Q2 | $377K | Sell |
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|
2023
Q1 | $407K | Sell |
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|
2022
Q4 | $477K | Sell |
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|
2022
Q3 | $629K | Sell |
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|
2022
Q2 | $743K | Sell |
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|
2022
Q1 | $943K | Sell |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q2 | $1.08M | Hold |
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|
2021
Q1 | $1.08M | Hold |
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|
2020
Q4 | $1.08M | Hold |
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|
2020
Q3 | $1.08M | Hold |
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|
2020
Q2 | $1.08M | Hold |
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|
2020
Q1 | $1.08M | Hold |
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|
2019
Q4 | $1.08M | Hold |
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|
2019
Q3 | $1.08M | Hold |
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|
2019
Q2 | $1.08M | Hold |
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|
2019
Q1 | $1.08M | Buy |
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|
2018
Q4 | $34K | Buy |
|