Carson Wealth (CWM LLC)’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $44.2M | Buy |
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|
2025
Q2 | $37.8M | Sell |
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|
2025
Q1 | $40.4M | Buy |
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|
2024
Q4 | $39M | Buy |
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|
2024
Q3 | $34.2M | Sell |
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|
2024
Q2 | $40.8M | Buy |
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|
2024
Q1 | $37.6M | Buy |
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|
2023
Q4 | $26M | Buy |
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|
2023
Q3 | $18.8M | Buy |
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|
2023
Q2 | $18.1M | Buy |
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|
2023
Q1 | $12M | Buy |
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|
2022
Q4 | $3.51M | Buy |
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|
2022
Q3 | $1.97M | Buy |
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|
2022
Q2 | $1.66M | Sell |
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|
2022
Q1 | $2.32M | Sell |
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|
2021
Q4 | $3.07M | Buy |
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|
2021
Q2 | $2.47M | Hold |
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|
2021
Q1 | $2.47M | Hold |
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|
2020
Q4 | $2.47M | Hold |
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|
2020
Q3 | $2.47M | Hold |
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|
2020
Q2 | $2.47M | Hold |
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|
2020
Q1 | $2.47M | Hold |
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|
2019
Q4 | $2.47M | Hold |
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|
2019
Q3 | $2.47M | Hold |
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|
2019
Q2 | $2.47M | Hold |
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|
2019
Q1 | $2.47M | Sell |
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|
2018
Q4 | $5.51M | Buy |
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|
2018
Q3 | $3.29M | Buy |
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|
2018
Q2 | $2.51M | Buy |
|
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|
2018
Q1 | $1.89M | Buy |
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|
2017
Q4 | $1.79M | Buy |
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|
2017
Q3 | $1.2M | Sell |
|
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|
2017
Q2 | $1.42M | Buy |
|
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|
2017
Q1 | $1.11M | Buy |
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|
2016
Q4 | $607K | Buy |
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|
2016
Q3 | $408K | Sell |
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|
2016
Q2 | $982K | Buy |
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|
2016
Q1 | $329K | Sell |
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|
2015
Q4 | $1.3M | Buy |
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|
2015
Q3 | $434K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $233K | Buy |
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|
2014
Q4 | $224K | Sell |
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|
2014
Q3 | $670K | Buy |
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|
2014
Q2 | $536K | Sell |
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|
2014
Q1 | $21M | Buy |
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|
2013
Q4 | $17.1M | Buy |
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