Carson Wealth (CWM LLC)’s SPDR S&P Homebuilders ETF XHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
32,155
+6,476
| +25% | +$638K | 0.01% | 757 |
|
|
2025
Q1 | $2.49M | Sell |
25,679
-4,411
| -15% | -$427K | 0.01% | 762 |
|
|
2024
Q4 | $3.14M | Sell |
30,090
-842
| -3% | -$88K | 0.01% | 605 |
|
|
2024
Q3 | $3.85M | Sell |
30,932
-4,594
| -13% | -$572K | 0.02% | 505 |
|
|
2024
Q2 | $3.59M | Buy |
35,526
+2,090
| +6% | +$211K | 0.02% | 494 |
|
|
2024
Q1 | $3.73M | Buy |
33,436
+1,529
| +5% | +$171K | 0.02% | 470 |
|
|
2023
Q4 | $3.05M | Sell |
31,907
-3,106
| -9% | -$297K | 0.02% | 498 |
|
|
2023
Q3 | $2.68M | Buy |
35,013
+30,939
| +759% | +$2.37M | 0.02% | 481 |
|
|
2023
Q2 | $327K | Buy |
4,074
+3,644
| +847% | +$292K | ﹤0.01% | 1079 |
|
|
2023
Q1 | $29K | Buy |
+430
| New | +$29K | ﹤0.01% | 2252 |
|
|
2022
Q3 | – | Sell |
-562
| Closed | -$31K | – | 4198 |
|
|
2022
Q2 | $31K | Hold |
562
| – | – | ﹤0.01% | 1876 |
|
|
2022
Q1 | $36K | Hold |
562
| – | – | ﹤0.01% | 1770 |
|
|
2021
Q4 | $48K | Buy |
+562
| New | +$48K | ﹤0.01% | 1586 |
|
|
2021
Q2 | $41K | Hold |
562
| – | – | ﹤0.01% | 1479 |
|
|
2021
Q1 | $41K | Hold |
562
| – | – | ﹤0.01% | 1479 |
|
|
2020
Q4 | $41K | Hold |
562
| – | – | ﹤0.01% | 1479 |
|
|
2020
Q3 | $41K | Hold |
562
| – | – | ﹤0.01% | 1479 |
|
|
2020
Q2 | $41K | Hold |
562
| – | – | ﹤0.01% | 1479 |
|
|
2020
Q1 | $41K | Hold |
562
| – | – | ﹤0.01% | 1479 |
|
|
2019
Q4 | $41K | Hold |
562
| – | – | ﹤0.01% | 1479 |
|
|
2019
Q3 | $41K | Hold |
562
| – | – | ﹤0.01% | 1479 |
|
|
2019
Q2 | $41K | Hold |
562
| – | – | ﹤0.01% | 1479 |
|
|
2019
Q1 | $41K | Buy |
+562
| New | +$41K | ﹤0.01% | 1479 |
|