Carson Wealth (CWM LLC)’s Global X SuperDividend REIT ETF SRET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Hold |
630
| – | – | ﹤0.01% | 4175 |
|
|
2025
Q1 | $13K | Hold |
630
| – | – | ﹤0.01% | 3968 |
|
|
2024
Q4 | $13K | Hold |
630
| – | – | ﹤0.01% | 3730 |
|
|
2024
Q3 | $14K | Hold |
630
| – | – | ﹤0.01% | 3600 |
|
|
2024
Q2 | $13K | Hold |
630
| – | – | ﹤0.01% | 3400 |
|
|
2024
Q1 | $13K | Hold |
630
| – | – | ﹤0.01% | 3198 |
|
|
2023
Q4 | $14K | Hold |
630
| – | – | ﹤0.01% | 3003 |
|
|
2023
Q3 | $13K | Hold |
630
| – | – | ﹤0.01% | 3004 |
|
|
2023
Q2 | $14K | Hold |
630
| – | – | ﹤0.01% | 2884 |
|
|
2023
Q1 | $14K | Hold |
630
| – | – | ﹤0.01% | 2759 |
|
|
2022
Q4 | $14K | Sell |
630
-173
| -22% | -$3.84K | ﹤0.01% | 2618 |
|
|
2022
Q3 | $17K | Hold |
803
| – | – | ﹤0.01% | 2343 |
|
|
2022
Q2 | $19K | Hold |
803
| – | – | ﹤0.01% | 2156 |
|
|
2022
Q1 | $22K | Hold |
803
| – | – | ﹤0.01% | 2024 |
|
|
2021
Q4 | $23K | Buy |
+803
| New | +$23K | ﹤0.01% | 1924 |
|
|
2021
Q2 | $24K | Hold |
803
| – | – | ﹤0.01% | 1715 |
|
|
2021
Q1 | $24K | Hold |
803
| – | – | ﹤0.01% | 1715 |
|
|
2020
Q4 | $24K | Hold |
803
| – | – | ﹤0.01% | 1715 |
|
|
2020
Q3 | $24K | Hold |
803
| – | – | ﹤0.01% | 1715 |
|
|
2020
Q2 | $24K | Hold |
803
| – | – | ﹤0.01% | 1715 |
|
|
2020
Q1 | $24K | Hold |
803
| – | – | ﹤0.01% | 1715 |
|
|
2019
Q4 | $24K | Hold |
803
| – | – | ﹤0.01% | 1715 |
|
|
2019
Q3 | $24K | Hold |
803
| – | – | ﹤0.01% | 1715 |
|
|
2019
Q2 | $24K | Hold |
803
| – | – | ﹤0.01% | 1715 |
|
|
2019
Q1 | $24K | Buy |
+803
| New | +$24K | ﹤0.01% | 1715 |
|
|
2017
Q4 | – | Sell |
-306
| Closed | -$14K | – | 1572 |
|
|
2017
Q3 | $14K | Hold |
306
| – | – | ﹤0.01% | 810 |
|
|
2017
Q2 | $14K | Sell |
306
-219
| -42% | -$10K | ﹤0.01% | 713 |
|
|
2017
Q1 | $24K | Buy |
+525
| New | +$24K | ﹤0.01% | 575 |
|