Carson Wealth (CWM LLC)’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.1M | Buy |
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|
2025
Q2 | $14.1M | Sell |
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|
2025
Q1 | $14.4M | Buy |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $13.8M | Buy |
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|
2024
Q2 | $11.2M | Buy |
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|
2024
Q1 | $10.2M | Sell |
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|
2023
Q4 | $14.3M | Buy |
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|
2023
Q3 | $11M | Buy |
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|
2023
Q2 | $8.58M | Buy |
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|
2023
Q1 | $4.28M | Buy |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $343K | Buy |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $440K | Sell |
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|
2021
Q4 | $520K | Buy |
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|
2021
Q2 | $890K | Hold |
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|
2021
Q1 | $890K | Hold |
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|
2020
Q4 | $890K | Hold |
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|
2020
Q3 | $890K | Hold |
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|
2020
Q2 | $890K | Hold |
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|
2020
Q1 | $890K | Hold |
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|
2019
Q4 | $890K | Hold |
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|
2019
Q3 | $890K | Hold |
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|
2019
Q2 | $890K | Hold |
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|
2019
Q1 | $890K | Sell |
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|
2018
Q4 | $4.95M | Buy |
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|
2018
Q3 | $1.29M | Sell |
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|
2018
Q2 | $1.5M | Buy |
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|
2018
Q1 | $942K | Buy |
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|
2017
Q4 | $921K | Buy |
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|
2017
Q3 | $371K | Sell |
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|
2017
Q2 | $883K | Buy |
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|
2017
Q1 | $659K | Buy |
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|
2016
Q4 | $484K | Buy |
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|
2016
Q3 | $246K | Sell |
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|
2016
Q2 | $760K | Buy |
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|
2016
Q1 | $207K | Sell |
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|
2015
Q4 | $1.04M | Buy |
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|
2015
Q3 | $287K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $652K | Buy |
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|
2014
Q2 | $529K | Sell |
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|
2014
Q1 | $20.8M | Buy |
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|
2013
Q4 | $16.8M | Buy |
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