Carson Wealth (CWM LLC)’s State Street SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.38M | Buy |
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|
2025
Q2 | $1.09M | Sell |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $778K | Buy |
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|
2024
Q1 | $714K | Sell |
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|
2023
Q4 | $900K | Sell |
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|
2023
Q3 | $1.64M | Buy |
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|
2023
Q2 | $97K | Sell |
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|
2023
Q1 | $92K | Buy |
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|
2022
Q4 | $101K | Sell |
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|
2022
Q3 | $286K | Buy |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $384K | Sell |
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|
2021
Q4 | $526K | Buy |
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|
2021
Q2 | $597K | Hold |
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|
2021
Q1 | $597K | Hold |
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|
2020
Q4 | $597K | Hold |
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|
2020
Q3 | $597K | Hold |
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|
2020
Q2 | $597K | Hold |
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|
2020
Q1 | $597K | Hold |
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|
2019
Q4 | $597K | Hold |
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|
2019
Q3 | $597K | Hold |
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|
2019
Q2 | $597K | Hold |
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|
2019
Q1 | $597K | Sell |
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|
2018
Q4 | $634K | Buy |
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|
2018
Q3 | $25K | Buy |
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