Carson Wealth (CWM LLC)’s Aegon AEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Sell |
3,080
-192
| -6% | -$1.37K | ﹤0.01% | 3833 |
|
|
2025
Q1 | $22K | Sell |
3,272
-492
| -13% | -$3.31K | ﹤0.01% | 3586 |
|
|
2024
Q4 | $22K | Sell |
3,764
-2,306
| -38% | -$13.5K | ﹤0.01% | 3359 |
|
|
2024
Q3 | $39K | Buy |
6,070
+345
| +6% | +$2.22K | ﹤0.01% | 2874 |
|
|
2024
Q2 | $35K | Buy |
5,725
+2,606
| +84% | +$15.9K | ﹤0.01% | 2710 |
|
|
2024
Q1 | $19K | Buy |
3,119
+956
| +44% | +$5.82K | ﹤0.01% | 2924 |
|
|
2023
Q4 | $12K | Sell |
2,163
-298
| -12% | -$1.65K | ﹤0.01% | 3059 |
|
|
2023
Q3 | $12K | Buy |
2,461
+829
| +51% | +$4.04K | ﹤0.01% | 3018 |
|
|
2023
Q2 | $8K | Buy |
1,632
+664
| +69% | +$3.26K | ﹤0.01% | 3175 |
|
|
2023
Q1 | $4K | Sell |
968
-39
| -4% | -$161 | ﹤0.01% | 3343 |
|
|
2022
Q4 | $5K | Buy |
1,007
+503
| +100% | +$2.5K | ﹤0.01% | 3133 |
|
|
2022
Q3 | $2K | Buy |
504
+220
| +77% | +$873 | ﹤0.01% | 3397 |
|
|
2022
Q2 | $1K | Buy |
+284
| New | +$1K | ﹤0.01% | 3462 |
|
|
2022
Q1 | – | Sell |
-1,287
| Closed | -$6K | – | 3472 |
|
|
2021
Q4 | $6K | Buy |
+1,287
| New | +$6K | ﹤0.01% | 2593 |
|
|
2018
Q1 | – | Sell |
-526
| Closed | -$3K | – | 1385 |
|
|
2017
Q4 | $3K | Buy |
+526
| New | +$3K | ﹤0.01% | 1178 |
|