Carson Wealth (CWM LLC)’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $53.1M | Buy |
|
|||||
|
2025
Q2 | $45.2M | Buy |
|
|||||
|
2025
Q1 | $31.4M | Buy |
|
|||||
|
2024
Q4 | $29.7M | Buy |
|
|||||
|
2024
Q3 | $26M | Buy |
|
|||||
|
2024
Q2 | $23.2M | Buy |
|
|||||
|
2024
Q1 | $21.5M | Buy |
|
|||||
|
2023
Q4 | $18.6M | Buy |
|
|||||
|
2023
Q3 | $14.5M | Buy |
|
|||||
|
2023
Q2 | $12.3M | Buy |
|
|||||
|
2023
Q1 | $5.59M | Buy |
|
|||||
|
2022
Q4 | $1.39M | Buy |
|
|||||
|
2022
Q3 | $780K | Sell |
|
|||||
|
2022
Q2 | $919K | Sell |
|
|||||
|
2022
Q1 | $1.31M | Sell |
|
|||||
|
2021
Q4 | $1.64M | Buy |
|
|||||
|
2021
Q2 | $1.78M | Hold |
|
|||||
|
2021
Q1 | $1.78M | Hold |
|
|||||
|
2020
Q4 | $1.78M | Hold |
|
|||||
|
2020
Q3 | $1.78M | Hold |
|
|||||
|
2020
Q2 | $1.78M | Hold |
|
|||||
|
2020
Q1 | $1.78M | Hold |
|
|||||
|
2019
Q4 | $1.78M | Hold |
|
|||||
|
2019
Q3 | $1.78M | Hold |
|
|||||
|
2019
Q2 | $1.78M | Hold |
|
|||||
|
2019
Q1 | $1.78M | Sell |
|
|||||
|
2018
Q4 | $1.69M | Buy |
|
|||||
|
2018
Q3 | $782K | Buy |
|