Carson Wealth (CWM LLC)’s SPDR S&P Global Dividend ETF WDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68K | Hold |
965
| – | – | ﹤0.01% | 3030 |
|
|
2025
Q1 | $63K | Hold |
965
| – | – | ﹤0.01% | 2783 |
|
|
2024
Q4 | $60K | Hold |
965
| – | – | ﹤0.01% | 2670 |
|
|
2024
Q3 | $64K | Hold |
965
| – | – | ﹤0.01% | 2511 |
|
|
2024
Q2 | $57K | Hold |
965
| – | – | ﹤0.01% | 2387 |
|
|
2024
Q1 | $58K | Hold |
965
| – | – | ﹤0.01% | 2208 |
|
|
2023
Q4 | $58K | Hold |
965
| – | – | ﹤0.01% | 2083 |
|
|
2023
Q3 | $53K | Hold |
965
| – | – | ﹤0.01% | 2024 |
|
|
2023
Q2 | $55K | Buy |
965
+930
| +2,657% | +$53K | ﹤0.01% | 1912 |
|
|
2023
Q1 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 3708 |
|
|
2021
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 2832 |
|
|
2021
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 2832 |
|
|
2020
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 2832 |
|
|
2020
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 2832 |
|
|
2020
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 2832 |
|
|
2020
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 2832 |
|
|
2019
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 2832 |
|
|
2019
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 2832 |
|
|
2019
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 2832 |
|
|
2019
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 2832 |
|