Carson Wealth (CWM LLC)’s ASE Group ASX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Buy |
16,740
+50
| +0.3% | +$517 | ﹤0.01% | 2295 |
|
|
2025
Q1 | $146K | Sell |
16,690
-2,860
| -15% | -$25K | ﹤0.01% | 2117 |
|
|
2024
Q4 | $197K | Sell |
19,550
-33
| -0.2% | -$333 | ﹤0.01% | 1828 |
|
|
2024
Q3 | $191K | Buy |
19,583
+3,061
| +19% | +$29.9K | ﹤0.01% | 1777 |
|
|
2024
Q2 | $189K | Buy |
16,522
+572
| +4% | +$6.54K | ﹤0.01% | 1616 |
|
|
2024
Q1 | $175K | Buy |
15,950
+3,194
| +25% | +$35K | ﹤0.01% | 1573 |
|
|
2023
Q4 | $120K | Buy |
12,756
+184
| +1% | +$1.73K | ﹤0.01% | 1641 |
|
|
2023
Q3 | $95K | Buy |
12,572
+723
| +6% | +$5.46K | ﹤0.01% | 1657 |
|
|
2023
Q2 | $92K | Sell |
11,849
-1,857
| -14% | -$14.4K | ﹤0.01% | 1606 |
|
|
2023
Q1 | $109K | Buy |
13,706
+2,662
| +24% | +$21.2K | ﹤0.01% | 1444 |
|
|
2022
Q4 | $69K | Buy |
11,044
+6,386
| +137% | +$39.9K | ﹤0.01% | 1548 |
|
|
2022
Q3 | $23K | Sell |
4,658
-349
| -7% | -$1.72K | ﹤0.01% | 2127 |
|
|
2022
Q2 | $26K | Buy |
5,007
+2,697
| +117% | +$14K | ﹤0.01% | 1957 |
|
|
2022
Q1 | $16K | Buy |
2,310
+1,265
| +121% | +$8.76K | ﹤0.01% | 2207 |
|
|
2021
Q4 | $8K | Buy |
+1,045
| New | +$8K | ﹤0.01% | 2447 |
|
|
2017
Q1 | – | Sell |
-257
| Closed | -$1K | – | 1168 |
|
|
2016
Q4 | $1K | Buy |
+257
| New | +$1K | ﹤0.01% | 1032 |
|