Carson Wealth (CWM LLC)’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.8M | Buy |
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|
2025
Q2 | $11.5M | Sell |
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|
2025
Q1 | $12.5M | Sell |
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|
2024
Q4 | $13.5M | Sell |
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|
2024
Q3 | $31.2M | Sell |
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|
2024
Q2 | $42.6M | Buy |
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|
2024
Q1 | $41.5M | Buy |
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|
2023
Q4 | $31.9M | Buy |
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|
2023
Q3 | $28M | Buy |
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|
2023
Q2 | $27.5M | Buy |
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|
2023
Q1 | $17.3M | Buy |
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|
2022
Q4 | $9.18M | Buy |
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|
2022
Q3 | $4.9M | Sell |
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|
2022
Q2 | $5.58M | Buy |
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|
2022
Q1 | $5.64M | Sell |
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|
2021
Q4 | $5.9M | Buy |
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|
2021
Q2 | $5.15M | Hold |
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|
2021
Q1 | $5.15M | Hold |
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|
2020
Q4 | $5.15M | Hold |
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|
2020
Q3 | $5.15M | Hold |
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|
2020
Q2 | $5.15M | Hold |
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|
2020
Q1 | $5.15M | Hold |
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|
2019
Q4 | $5.15M | Hold |
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|
2019
Q3 | $5.15M | Hold |
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|
2019
Q2 | $5.15M | Hold |
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|
2019
Q1 | $5.15M | Sell |
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|
2018
Q4 | $10M | Buy |
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|
2018
Q3 | $5.64M | Buy |
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|
2018
Q2 | $2.79M | Buy |
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|
2018
Q1 | $1.16M | Sell |
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|
2017
Q4 | $1.19M | Buy |
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|
2017
Q3 | $778K | Sell |
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|
2017
Q2 | $1.03M | Buy |
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|
2017
Q1 | $878K | Sell |
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|
2016
Q4 | $2.1M | Buy |
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|
2016
Q3 | $761K | Sell |
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|
2016
Q2 | $1.28M | Buy |
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|
2016
Q1 | $761K | Sell |
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|
2015
Q4 | $1.96M | Buy |
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|
2015
Q3 | $922K | Buy |
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|
2015
Q2 | $727K | Sell |
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|
2015
Q1 | $913K | Buy |
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|
2014
Q4 | $482K | Sell |
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|
2014
Q3 | $707K | Buy |
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|
2014
Q2 | $537K | Sell |
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|
2014
Q1 | $21.8M | Buy |
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|
2013
Q4 | $17.3M | Buy |
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