Carson Wealth (CWM LLC)’s SPDR S&P Semiconductor ETF XSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98K | Buy |
383
+52
| +16% | +$13.3K | ﹤0.01% | 2755 |
|
|
2025
Q1 | $66K | Buy |
331
+18
| +6% | +$3.59K | ﹤0.01% | 2747 |
|
|
2024
Q4 | $78K | Buy |
313
+70
| +29% | +$17.4K | ﹤0.01% | 2458 |
|
|
2024
Q3 | $58K | Sell |
243
-105
| -30% | -$25.1K | ﹤0.01% | 2584 |
|
|
2024
Q2 | $86K | Buy |
348
+27
| +8% | +$6.67K | ﹤0.01% | 2078 |
|
|
2024
Q1 | $75K | Sell |
321
-3,911
| -92% | -$914K | ﹤0.01% | 2047 |
|
|
2023
Q4 | $951K | Sell |
4,232
-141
| -3% | -$31.7K | 0.01% | 825 |
|
|
2023
Q3 | $857K | Sell |
4,373
-2,987
| -41% | -$585K | 0.01% | 803 |
|
|
2023
Q2 | $1.63M | Buy |
7,360
+1,068
| +17% | +$236K | 0.01% | 567 |
|
|
2023
Q1 | $1.31M | Sell |
6,292
-385
| -6% | -$80.3K | 0.01% | 579 |
|
|
2022
Q4 | $1.12M | Buy |
6,677
+6,507
| +3,828% | +$1.09M | 0.01% | 579 |
|
|
2022
Q3 | $26K | Buy |
170
+5
| +3% | +$765 | ﹤0.01% | 2067 |
|
|
2022
Q2 | $25K | Hold |
165
| – | – | ﹤0.01% | 1991 |
|
|
2022
Q1 | $34K | Hold |
165
| – | – | ﹤0.01% | 1794 |
|
|
2021
Q4 | $40K | Buy |
+165
| New | +$40K | ﹤0.01% | 1669 |
|