Carson Wealth (CWM LLC)’s Associated Capital Group AC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2
| Closed | – | – | 4086 |
|
|
2023
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 4136 |
|
|
2023
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 4124 |
|
|
2023
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 3992 |
|
|
2022
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 3921 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 3852 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 3720 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 3467 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 3443 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2876 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2876 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 2876 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2876 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2876 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2876 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 2876 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2876 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2876 |
|
|
2019
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2878 |
|