Carson Wealth (CWM LLC)’s SPDR S&P Health Care Equipment ETF XHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 4940 |
|
|
2025
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 4824 |
|
|
2024
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 4628 |
|
|
2024
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 4477 |
|
|
2024
Q2 | $2K | Sell |
25
-50
| -67% | -$4K | ﹤0.01% | 4276 |
|
|
2024
Q1 | $7K | Sell |
75
-19
| -20% | -$1.77K | ﹤0.01% | 3547 |
|
|
2023
Q4 | $8K | Hold |
94
| – | – | ﹤0.01% | 3318 |
|
|
2023
Q3 | $7K | Hold |
94
| – | – | ﹤0.01% | 3331 |
|
|
2023
Q2 | $9K | Sell |
94
-165
| -64% | -$15.8K | ﹤0.01% | 3163 |
|
|
2023
Q1 | $24K | Buy |
259
+75
| +41% | +$6.95K | ﹤0.01% | 2382 |
|
|
2022
Q4 | $17K | Hold |
184
| – | – | ﹤0.01% | 2487 |
|
|
2022
Q3 | $16K | Sell |
184
-15
| -8% | -$1.3K | ﹤0.01% | 2399 |
|
|
2022
Q2 | $17K | Buy |
199
+19
| +11% | +$1.62K | ﹤0.01% | 2236 |
|
|
2022
Q1 | $20K | Sell |
180
-200
| -53% | -$22.2K | ﹤0.01% | 2089 |
|
|
2021
Q4 | $45K | Buy |
+380
| New | +$45K | ﹤0.01% | 1616 |
|