Carson Wealth (CWM LLC)’s GraniteShares Gold Shares BAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Hold |
541
| – | – | ﹤0.01% | 3964 |
|
|
2025
Q1 | $17K | Hold |
541
| – | – | ﹤0.01% | 3779 |
|
|
2024
Q4 | $14K | Hold |
541
| – | – | ﹤0.01% | 3659 |
|
|
2024
Q3 | $14K | Sell |
541
-251
| -32% | -$6.5K | ﹤0.01% | 3571 |
|
|
2024
Q2 | $18K | Sell |
792
-314
| -28% | -$7.14K | ﹤0.01% | 3163 |
|
|
2024
Q1 | $24K | Hold |
1,106
| – | – | ﹤0.01% | 2768 |
|
|
2023
Q4 | $23K | Sell |
1,106
-182
| -14% | -$3.79K | ﹤0.01% | 2672 |
|
|
2023
Q3 | $24K | Buy |
1,288
+590
| +85% | +$11K | ﹤0.01% | 2550 |
|
|
2023
Q2 | $13K | Hold |
698
| – | – | ﹤0.01% | 2899 |
|
|
2023
Q1 | $14K | Hold |
698
| – | – | ﹤0.01% | 2726 |
|
|
2022
Q4 | $13K | Hold |
698
| – | – | ﹤0.01% | 2635 |
|
|
2022
Q3 | $11K | Hold |
698
| – | – | ﹤0.01% | 2604 |
|
|
2022
Q2 | $13K | Hold |
698
| – | – | ﹤0.01% | 2398 |
|
|
2022
Q1 | $13K | Hold |
698
| – | – | ﹤0.01% | 2313 |
|
|
2021
Q4 | $13K | Buy |
+698
| New | +$13K | ﹤0.01% | 2186 |
|
|
2021
Q2 | $2K | Hold |
133
| – | – | ﹤0.01% | 2590 |
|
|
2021
Q1 | $2K | Hold |
133
| – | – | ﹤0.01% | 2590 |
|
|
2020
Q4 | $2K | Hold |
133
| – | – | ﹤0.01% | 2590 |
|
|
2020
Q3 | $2K | Hold |
133
| – | – | ﹤0.01% | 2590 |
|
|
2020
Q2 | $2K | Hold |
133
| – | – | ﹤0.01% | 2590 |
|
|
2020
Q1 | $2K | Hold |
133
| – | – | ﹤0.01% | 2590 |
|
|
2019
Q4 | $2K | Hold |
133
| – | – | ﹤0.01% | 2590 |
|
|
2019
Q3 | $2K | Hold |
133
| – | – | ﹤0.01% | 2590 |
|
|
2019
Q2 | $2K | Hold |
133
| – | – | ﹤0.01% | 2590 |
|
|
2019
Q1 | $2K | Buy |
+133
| New | +$2K | ﹤0.01% | 2590 |
|