Carson Wealth (CWM LLC)’s SPDR S&P Global Dividend ETF WDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $70K | Hold |
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|
2025
Q2 | $68K | Hold |
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|
2025
Q1 | $63K | Hold |
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|
2024
Q4 | $60K | Hold |
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|
2024
Q3 | $64K | Hold |
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|
2024
Q2 | $57K | Hold |
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|
2024
Q1 | $58K | Hold |
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|
2023
Q4 | $58K | Hold |
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|
2023
Q3 | $53K | Hold |
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|
2023
Q2 | $55K | Buy |
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|
2023
Q1 | $2K | Buy |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Hold |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $1K | Hold |
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|
2019
Q1 | $1K | Buy |
|