Carson Wealth (CWM LLC)’s SPDR FactSet Innovative Technology ETF XITK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $29K | Hold |
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|
2025
Q2 | $28K | Hold |
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|
2025
Q1 | $24K | Hold |
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|
2024
Q4 | $26K | Hold |
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|
2024
Q3 | $23K | Hold |
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|
2024
Q2 | $22K | Hold |
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|
2024
Q1 | $22K | Hold |
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|
2023
Q4 | $22K | Hold |
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|
2023
Q3 | $19K | Hold |
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|
2023
Q2 | $20K | Hold |
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|
2023
Q1 | $18K | Hold |
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|
2022
Q4 | $15K | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $23K | Hold |
|
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|
2021
Q4 | $29K | Buy |
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|
2021
Q2 | $124K | Hold |
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|
2021
Q1 | $124K | Hold |
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|
2020
Q4 | $124K | Hold |
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|
2020
Q3 | $124K | Hold |
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|
2020
Q2 | $124K | Hold |
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|
2020
Q1 | $124K | Hold |
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|
2019
Q4 | $124K | Hold |
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|
2019
Q3 | $124K | Hold |
|
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|
2019
Q2 | $124K | Hold |
|
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|
2019
Q1 | $124K | Buy |
|