Carson Wealth (CWM LLC)’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.9M | Buy |
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|
2025
Q2 | $11.6M | Sell |
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|
2025
Q1 | $10.8M | Sell |
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|
2024
Q4 | $12.4M | Sell |
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|
2024
Q3 | $24.7M | Buy |
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|
2024
Q2 | $22.3M | Buy |
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|
2024
Q1 | $21.9M | Sell |
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|
2023
Q4 | $21.3M | Sell |
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|
2023
Q3 | $23.1M | Buy |
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|
2023
Q2 | $22.7M | Buy |
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|
2023
Q1 | $12.9M | Buy |
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|
2022
Q4 | $5.44M | Buy |
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|
2022
Q3 | $5.02M | Sell |
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|
2022
Q2 | $4.89M | Sell |
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|
2022
Q1 | $6.87M | Sell |
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|
2021
Q4 | $7.81M | Buy |
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|
2021
Q2 | $7.05M | Hold |
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|
2021
Q1 | $7.05M | Hold |
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|
2020
Q4 | $7.05M | Hold |
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|
2020
Q3 | $7.05M | Hold |
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|
2020
Q2 | $7.05M | Hold |
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|
2020
Q1 | $7.05M | Hold |
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|
2019
Q4 | $7.05M | Hold |
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|
2019
Q3 | $7.05M | Hold |
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|
2019
Q2 | $7.05M | Hold |
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|
2019
Q1 | $7.05M | Sell |
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|
2018
Q4 | $9.73M | Buy |
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|
2018
Q3 | $7.31M | Buy |
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|
2018
Q2 | $2.76M | Buy |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $1.05M | Buy |
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|
2017
Q3 | $455K | Sell |
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|
2017
Q2 | $972K | Buy |
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|
2017
Q1 | $863K | Sell |
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|
2016
Q4 | $1.9M | Buy |
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|
2016
Q3 | $413K | Sell |
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|
2016
Q2 | $912K | Buy |
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|
2016
Q1 | $228K | Sell |
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|
2015
Q4 | $2.02M | Buy |
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|
2015
Q3 | $360K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $230K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $637K | Buy |
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|
2014
Q2 | $500K | Sell |
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|
2014
Q1 | $20.7M | Buy |
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|
2013
Q4 | $17.8M | Buy |
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