Carson Wealth (CWM LLC)’s Banco de Chile BCH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58K | Sell |
1,922
-125
| -6% | -$3.77K | ﹤0.01% | 3149 |
|
|
2025
Q1 | $54K | Sell |
2,047
-426
| -17% | -$11.2K | ﹤0.01% | 2908 |
|
|
2024
Q4 | $56K | Sell |
2,473
-224
| -8% | -$5.07K | ﹤0.01% | 2709 |
|
|
2024
Q3 | $68K | Buy |
2,697
+130
| +5% | +$3.28K | ﹤0.01% | 2453 |
|
|
2024
Q2 | $58K | Buy |
2,567
+259
| +11% | +$5.85K | ﹤0.01% | 2359 |
|
|
2024
Q1 | $51K | Buy |
2,308
+140
| +6% | +$3.09K | ﹤0.01% | 2282 |
|
|
2023
Q4 | $50K | Buy |
2,168
+204
| +10% | +$4.71K | ﹤0.01% | 2179 |
|
|
2023
Q3 | $40K | Buy |
1,964
+307
| +19% | +$6.25K | ﹤0.01% | 2196 |
|
|
2023
Q2 | $35K | Buy |
1,657
+401
| +32% | +$8.47K | ﹤0.01% | 2243 |
|
|
2023
Q1 | $25K | Buy |
1,256
+59
| +5% | +$1.17K | ﹤0.01% | 2338 |
|
|
2022
Q4 | $25K | Buy |
1,197
+671
| +128% | +$14K | ﹤0.01% | 2189 |
|
|
2022
Q3 | $9K | Buy |
526
+35
| +7% | +$599 | ﹤0.01% | 2726 |
|
|
2022
Q2 | $9K | Sell |
491
-170
| -26% | -$3.12K | ﹤0.01% | 2614 |
|
|
2022
Q1 | $14K | Buy |
661
+606
| +1,102% | +$12.8K | ﹤0.01% | 2276 |
|
|
2021
Q4 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 3229 |
|
|
2021
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 2725 |
|
|
2021
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 2725 |
|
|
2020
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 2725 |
|
|
2020
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 2725 |
|
|
2020
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 2725 |
|
|
2020
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 2725 |
|
|
2019
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 2725 |
|
|
2019
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 2725 |
|
|
2019
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 2725 |
|
|
2019
Q1 | $1K | Sell |
55
-308
| -85% | -$5.6K | ﹤0.01% | 2725 |
|
|
2018
Q4 | $10K | Sell |
363
-8,337
| -96% | -$230K | ﹤0.01% | 1316 |
|
|
2018
Q3 | $264K | Buy |
8,700
+8,430
| +3,122% | +$256K | 0.01% | 467 |
|
|
2018
Q2 | $8K | Buy |
+270
| New | +$8K | ﹤0.01% | 1050 |
|