Carson Wealth (CWM LLC)’s Assured Guaranty AGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Sell |
9,496
-4,155
| -30% | -$362K | ﹤0.01% | 1345 |
|
|
2025
Q1 | $1.2M | Sell |
13,651
-1,585
| -10% | -$140K | ﹤0.01% | 1039 |
|
|
2024
Q4 | $1.37M | Buy |
15,236
+4,620
| +44% | +$416K | 0.01% | 934 |
|
|
2024
Q3 | $844K | Buy |
10,616
+8,651
| +440% | +$688K | ﹤0.01% | 1129 |
|
|
2024
Q2 | $152K | Buy |
1,965
+1,656
| +536% | +$128K | ﹤0.01% | 1727 |
|
|
2024
Q1 | $27K | Buy |
309
+54
| +21% | +$4.72K | ﹤0.01% | 2691 |
|
|
2023
Q4 | $19K | Sell |
255
-50
| -16% | -$3.73K | ﹤0.01% | 2785 |
|
|
2023
Q3 | $18K | Buy |
305
+8
| +3% | +$472 | ﹤0.01% | 2731 |
|
|
2023
Q2 | $17K | Buy |
297
+22
| +8% | +$1.26K | ﹤0.01% | 2727 |
|
|
2023
Q1 | $14K | Buy |
275
+16
| +6% | +$815 | ﹤0.01% | 2723 |
|
|
2022
Q4 | $16K | Buy |
259
+95
| +58% | +$5.87K | ﹤0.01% | 2494 |
|
|
2022
Q3 | $8K | Sell |
164
-244
| -60% | -$11.9K | ﹤0.01% | 2787 |
|
|
2022
Q2 | $23K | Buy |
408
+3
| +0.7% | +$169 | ﹤0.01% | 2019 |
|
|
2022
Q1 | $26K | Buy |
405
+291
| +255% | +$18.7K | ﹤0.01% | 1905 |
|
|
2021
Q4 | $6K | Buy |
+114
| New | +$6K | ﹤0.01% | 2594 |
|
|
2021
Q2 | $8K | Hold |
174
| – | – | ﹤0.01% | 2164 |
|
|
2021
Q1 | $8K | Hold |
174
| – | – | ﹤0.01% | 2164 |
|
|
2020
Q4 | $8K | Hold |
174
| – | – | ﹤0.01% | 2164 |
|
|
2020
Q3 | $8K | Hold |
174
| – | – | ﹤0.01% | 2164 |
|
|
2020
Q2 | $8K | Hold |
174
| – | – | ﹤0.01% | 2164 |
|
|
2020
Q1 | $8K | Hold |
174
| – | – | ﹤0.01% | 2164 |
|
|
2019
Q4 | $8K | Hold |
174
| – | – | ﹤0.01% | 2164 |
|
|
2019
Q3 | $8K | Hold |
174
| – | – | ﹤0.01% | 2164 |
|
|
2019
Q2 | $8K | Hold |
174
| – | – | ﹤0.01% | 2164 |
|
|
2019
Q1 | $8K | Sell |
174
-124
| -42% | -$5.7K | ﹤0.01% | 2164 |
|
|
2018
Q4 | $11K | Buy |
298
+83
| +39% | +$3.06K | ﹤0.01% | 1288 |
|
|
2018
Q3 | $9K | Buy |
215
+53
| +33% | +$2.22K | ﹤0.01% | 1172 |
|
|
2018
Q2 | $6K | Hold |
162
| – | – | ﹤0.01% | 1129 |
|
|
2018
Q1 | $6K | Hold |
162
| – | – | ﹤0.01% | 957 |
|
|
2017
Q4 | $5K | Buy |
+162
| New | +$5K | ﹤0.01% | 1066 |
|