Carson Wealth (CWM LLC)’s SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Buy |
1,631
+6
| +0.4% | +$379 | ﹤0.01% | 2694 |
|
|
2025
Q1 | $116K | Buy |
1,625
+3
| +0.2% | +$214 | ﹤0.01% | 2307 |
|
|
2024
Q4 | $128K | Sell |
1,622
-314
| -16% | -$24.8K | ﹤0.01% | 2115 |
|
|
2024
Q3 | $156K | Sell |
1,936
-2,231
| -54% | -$180K | ﹤0.01% | 1894 |
|
|
2024
Q2 | $379K | Buy |
4,167
+1,396
| +50% | +$127K | ﹤0.01% | 1294 |
|
|
2024
Q1 | $258K | Buy |
2,771
+683
| +33% | +$63.6K | ﹤0.01% | 1395 |
|
|
2023
Q4 | $176K | Buy |
2,088
+1,176
| +129% | +$99.1K | ﹤0.01% | 1471 |
|
|
2023
Q3 | $87K | Buy |
912
+504
| +124% | +$48.1K | ﹤0.01% | 1721 |
|
|
2023
Q2 | $32K | Buy |
+408
| New | +$32K | ﹤0.01% | 2327 |
|