Carson Wealth (CWM LLC)’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $5K | Hold |
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|
2025
Q3 | $5K | Buy |
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|
2025
Q2 | $2K | Hold |
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|
2025
Q1 | $2K | Hold |
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|
2024
Q4 | $2K | Hold |
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|
2024
Q3 | $2K | Hold |
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|
2024
Q2 | $2K | Sell |
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|
2024
Q1 | $7K | Sell |
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|
2023
Q4 | $8K | Hold |
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|
2023
Q3 | $7K | Hold |
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|
2023
Q2 | $9K | Sell |
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|
2023
Q1 | $24K | Buy |
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|
2022
Q4 | $17K | Hold |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | $20K | Sell |
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|
2021
Q4 | $45K | Buy |
|