Carson Wealth (CWM LLC)’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.1M | Buy |
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|
2025
Q2 | $14.3M | Sell |
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|
2025
Q1 | $14.7M | Buy |
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|
2024
Q4 | $12.7M | Buy |
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|
2024
Q3 | $13M | Buy |
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|
2024
Q2 | $9.93M | Buy |
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|
2024
Q1 | $8.83M | Buy |
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|
2023
Q4 | $8.17M | Buy |
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|
2023
Q3 | $4.07M | Sell |
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|
2023
Q2 | $8.52M | Buy |
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|
2023
Q1 | $4.88M | Buy |
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|
2022
Q4 | $2.19M | Buy |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $233K | Buy |
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|
2022
Q1 | $260K | Sell |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $218K | Hold |
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|
2020
Q4 | $218K | Hold |
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|
2020
Q3 | $218K | Hold |
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|
2020
Q2 | $218K | Hold |
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|
2020
Q1 | $218K | Hold |
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|
2019
Q4 | $218K | Hold |
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|
2019
Q3 | $218K | Hold |
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|
2019
Q2 | $218K | Hold |
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|
2019
Q1 | $218K | Sell |
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|
2018
Q4 | $1.1M | Buy |
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|
2018
Q3 | $236K | Sell |
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|
2018
Q2 | $279K | Buy |
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|
2018
Q1 | $183K | Buy |
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|
2017
Q4 | $170K | Buy |
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|
2017
Q3 | $83K | Sell |
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|
2017
Q2 | $174K | Buy |
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|
2017
Q1 | $134K | Buy |
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|
2016
Q4 | $100K | Buy |
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|
2016
Q3 | $97K | Buy |
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