Carson Wealth (CWM LLC)’s SPDR S&P Health Care Services ETF XHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $41K | Hold |
|
|||||
|
2025
Q2 | $40K | Hold |
|
|||||
|
2025
Q1 | $39K | Hold |
|
|||||
|
2024
Q4 | $36K | Hold |
|
|||||
|
2024
Q3 | $39K | Hold |
|
|||||
|
2024
Q2 | $36K | Hold |
|
|||||
|
2024
Q1 | $38K | Hold |
|
|||||
|
2023
Q4 | $36K | Hold |
|
|||||
|
2023
Q3 | $33K | Hold |
|
|||||
|
2023
Q2 | $38K | Hold |
|
|||||
|
2023
Q1 | $35K | Buy |
|
|||||
|
2022
Q4 | $25K | Sell |
|
|||||
|
2022
Q3 | $97K | Buy |
|
|||||
|
2022
Q2 | $25K | Buy |
|