Carson Wealth (CWM LLC)
XES icon

Carson Wealth (CWM LLC)’s SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XES Stock Details XES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$245K Buy
2025
Q2 		$103K Buy
2025
Q1 		$116K Buy
2024
Q4 		$128K Sell
2024
Q3 		$156K Sell
2024
Q2 		$379K Buy
2024
Q1 		$258K Buy
2023
Q4 		$176K Buy
2023
Q3 		$87K Buy
2023
Q2 		$32K Buy