Carson Wealth (CWM LLC)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.75M | Buy |
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|
2025
Q2 | $946K | Buy |
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|
2025
Q1 | $486K | Buy |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $348K | Buy |
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|
2024
Q2 | $236K | Buy |
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|
2024
Q1 | $184K | Sell |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $61K | Sell |
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|
2023
Q2 | $67K | Sell |
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|
2023
Q1 | $71K | Buy |
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|
2022
Q4 | $48K | Sell |
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|
2022
Q3 | $85K | Buy |
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|
2022
Q2 | $11K | Sell |
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|
2022
Q1 | $45K | Sell |
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|
2021
Q4 | $45K | Buy |
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|
2021
Q2 | $52K | Hold |
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|
2021
Q1 | $52K | Hold |
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|
2020
Q4 | $52K | Hold |
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|
2020
Q3 | $52K | Hold |
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|
2020
Q2 | $52K | Hold |
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|
2020
Q1 | $52K | Hold |
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|
2019
Q4 | $52K | Hold |
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|
2019
Q3 | $52K | Hold |
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|
2019
Q2 | $52K | Hold |
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|
2019
Q1 | $52K | Buy |
|