Carson Wealth (CWM LLC)’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.37M | Buy |
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|
2025
Q2 | $5.34M | Sell |
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|
2025
Q1 | $5.88M | Buy |
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|
2024
Q4 | $5.26M | Sell |
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|
2024
Q3 | $26.8M | Sell |
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|
2024
Q2 | $25.5M | Buy |
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|
2024
Q1 | $24.1M | Buy |
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|
2023
Q4 | $19.8M | Buy |
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|
2023
Q3 | $14.8M | Buy |
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|
2023
Q2 | $14.3M | Buy |
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|
2023
Q1 | $8.39M | Buy |
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|
2022
Q4 | $1.53M | Buy |
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|
2022
Q3 | $608K | Sell |
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|
2022
Q2 | $676K | Sell |
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|
2022
Q1 | $962K | Sell |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q2 | $1.41M | Hold |
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|
2021
Q1 | $1.41M | Hold |
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|
2020
Q4 | $1.41M | Hold |
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|
2020
Q3 | $1.41M | Hold |
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|
2020
Q2 | $1.41M | Hold |
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|
2020
Q1 | $1.41M | Hold |
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|
2019
Q4 | $1.41M | Hold |
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|
2019
Q3 | $1.41M | Hold |
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|
2019
Q2 | $1.41M | Hold |
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|
2019
Q1 | $1.41M | Sell |
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|
2018
Q4 | $5.18M | Buy |
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|
2018
Q3 | $1.54M | Sell |
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|
2018
Q2 | $1.58M | Buy |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $1.01M | Buy |
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|
2017
Q3 | $447K | Sell |
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|
2017
Q2 | $1M | Buy |
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|
2017
Q1 | $861K | Sell |
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|
2016
Q4 | $2.36M | Buy |
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|
2016
Q3 | $845K | Sell |
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|
2016
Q2 | $1.32M | Buy |
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|
2016
Q1 | $894K | Sell |
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|
2015
Q4 | $1.94M | Buy |
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|
2015
Q3 | $1.02M | Buy |
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|
2015
Q2 | $826K | Sell |
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|
2015
Q1 | $998K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $643K | Buy |
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|
2014
Q2 | $517K | Sell |
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|
2014
Q1 | $21.3M | Buy |
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|
2013
Q4 | $17.8M | Buy |
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