Carson Wealth (CWM LLC)’s SPDR S&P Homebuilders ETF XHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $348K | Sell |
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|
2025
Q2 | $3.17M | Buy |
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|
2025
Q1 | $2.49M | Sell |
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|
2024
Q4 | $3.14M | Sell |
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|
2024
Q3 | $3.85M | Sell |
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|
2024
Q2 | $3.59M | Buy |
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|
2024
Q1 | $3.73M | Buy |
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|
2023
Q4 | $3.05M | Sell |
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|
2023
Q3 | $2.68M | Buy |
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|
2023
Q2 | $327K | Buy |
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|
2023
Q1 | $29K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $36K | Hold |
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|
2021
Q4 | $48K | Buy |
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|
2021
Q2 | $41K | Hold |
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|
2021
Q1 | $41K | Hold |
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|
2020
Q4 | $41K | Hold |
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|
2020
Q3 | $41K | Hold |
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|
2020
Q2 | $41K | Hold |
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|
2020
Q1 | $41K | Hold |
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|
2019
Q4 | $41K | Hold |
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|
2019
Q3 | $41K | Hold |
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|
2019
Q2 | $41K | Hold |
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|
2019
Q1 | $41K | Buy |
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