Carson Wealth (CWM LLC)’s SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 4819 |
|
|
2023
Q4 | – | Sell |
-14
| Closed | -$1K | – | 4545 |
|
|
2023
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 4095 |
|
|
2019
Q1 | – | Sell |
-40
| Closed | -$2K | – | 3275 |
|
|
2018
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 1801 |
|
|
2018
Q3 | $2K | Sell |
40
-12,175
| -100% | -$609K | ﹤0.01% | 1573 |
|
|
2018
Q2 | $663K | Sell |
12,215
-2,268
| -16% | -$123K | 0.02% | 312 |
|
|
2018
Q1 | $862K | Sell |
14,483
-2,976
| -17% | -$177K | 0.03% | 239 |
|
|
2017
Q4 | $1M | Sell |
17,459
-1,199
| -6% | -$69K | 0.04% | 227 |
|
|
2017
Q3 | $1.07M | Buy |
+18,658
| New | +$1.07M | 0.05% | 203 |
|