CWM
CarsonAllaria Wealth Management’s SPDR S&P Semiconductor ETF XSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20
| Closed | -$4.95K | – | 430 |
|
|
2024
Q2 | $4.95K | Sell |
20
-20
| -50% | -$4.95K | ﹤0.01% | 293 |
|
|
2024
Q1 | $9.28K | Hold |
40
| – | – | 0.01% | 255 |
|
|
2023
Q4 | $8.99K | Hold |
40
| – | – | 0.01% | 221 |
|
|
2023
Q3 | $7.84K | Hold |
40
| – | – | 0.01% | 229 |
|
|
2023
Q2 | $8.85K | Hold |
40
| – | – | 0.01% | 229 |
|
|
2023
Q1 | $8.35K | Hold |
40
| – | – | 0.01% | 227 |
|
|
2022
Q4 | $7K | Hold |
40
| – | – | 0.01% | 219 |
|
|
2022
Q3 | $6K | Hold |
40
| – | – | 0.01% | 221 |
|
|
2022
Q2 | $6K | Hold |
40
| – | – | 0.01% | 223 |
|
|
2022
Q1 | $8K | Hold |
40
| – | – | 0.01% | 214 |
|
|
2021
Q4 | $10K | Buy |
+40
| New | +$10K | 0.01% | 209 |
|