Carson Wealth (CWM LLC)’s SPDR S&P Health Care Services ETF XHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Hold |
400
| – | – | ﹤0.01% | 3455 |
|
|
2025
Q1 | $39K | Hold |
400
| – | – | ﹤0.01% | 3190 |
|
|
2024
Q4 | $36K | Hold |
400
| – | – | ﹤0.01% | 3039 |
|
|
2024
Q3 | $39K | Hold |
400
| – | – | ﹤0.01% | 2891 |
|
|
2024
Q2 | $36K | Hold |
400
| – | – | ﹤0.01% | 2709 |
|
|
2024
Q1 | $38K | Hold |
400
| – | – | ﹤0.01% | 2488 |
|
|
2023
Q4 | $36K | Hold |
400
| – | – | ﹤0.01% | 2382 |
|
|
2023
Q3 | $33K | Hold |
400
| – | – | ﹤0.01% | 2356 |
|
|
2023
Q2 | $38K | Hold |
400
| – | – | ﹤0.01% | 2190 |
|
|
2023
Q1 | $35K | Buy |
400
+100
| +33% | +$8.75K | ﹤0.01% | 2120 |
|
|
2022
Q4 | $25K | Sell |
300
-803
| -73% | -$66.9K | ﹤0.01% | 2220 |
|
|
2022
Q3 | $97K | Buy |
1,103
+803
| +268% | +$70.6K | ﹤0.01% | 1340 |
|
|
2022
Q2 | $25K | Buy |
+300
| New | +$25K | ﹤0.01% | 1990 |
|