Carson Wealth (CWM LLC)’s SPDR S&P Pharmaceuticals ETF XPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 4412 |
|
|
2025
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 4181 |
|
|
2024
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 3956 |
|
|
2024
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 3859 |
|
|
2024
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 3690 |
|
|
2024
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 3425 |
|
|
2023
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 3319 |
|
|
2023
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 3273 |
|
|
2023
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 3238 |
|
|
2023
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 3109 |
|
|
2022
Q4 | – | Sell |
-1,845
| Closed | -$74K | – | 4269 |
|
|
2022
Q3 | $74K | Buy |
+1,845
| New | +$74K | ﹤0.01% | 1481 |
|