Carson Wealth (CWM LLC)’s SPDR S&P Metals & Mining ETF XME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
17,769
+6,613
| +59% | +$444K | ﹤0.01% | 1163 |
|
|
2025
Q1 | $625K | Sell |
11,156
-2,695
| -19% | -$151K | ﹤0.01% | 1370 |
|
|
2024
Q4 | $786K | Buy |
13,851
+4,039
| +41% | +$229K | ﹤0.01% | 1201 |
|
|
2024
Q3 | $625K | Buy |
9,812
+2,899
| +42% | +$185K | ﹤0.01% | 1234 |
|
|
2024
Q2 | $410K | Buy |
6,913
+1,041
| +18% | +$61.7K | ﹤0.01% | 1270 |
|
|
2024
Q1 | $354K | Buy |
5,872
+1,400
| +31% | +$84.4K | ﹤0.01% | 1259 |
|
|
2023
Q4 | $268K | Buy |
4,472
+1,725
| +63% | +$103K | ﹤0.01% | 1293 |
|
|
2023
Q3 | $144K | Buy |
2,747
+596
| +28% | +$31.2K | ﹤0.01% | 1446 |
|
|
2023
Q2 | $109K | Buy |
2,151
+2,022
| +1,567% | +$102K | ﹤0.01% | 1523 |
|
|
2023
Q1 | $7K | Buy |
129
+52
| +68% | +$2.82K | ﹤0.01% | 3170 |
|
|
2022
Q4 | $4K | Sell |
77
-661
| -90% | -$34.3K | ﹤0.01% | 3343 |
|
|
2022
Q3 | $31K | Buy |
738
+682
| +1,218% | +$28.6K | ﹤0.01% | 1950 |
|
|
2022
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 3425 |
|
|
2022
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 3087 |
|
|
2021
Q4 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 3187 |
|
|
2021
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 2689 |
|
|
2021
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 2689 |
|
|
2020
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 2689 |
|
|
2020
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 2689 |
|
|
2020
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 2689 |
|
|
2020
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 2689 |
|
|
2019
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 2689 |
|
|
2019
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 2689 |
|
|
2019
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 2689 |
|
|
2019
Q1 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 2689 |
|