Carson Wealth (CWM LLC)’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
11,189
-121
| -1% | -$2.25K | ﹤0.01% | 2137 |
|
|
2025
Q1 | $174K | Buy |
11,310
+319
| +3% | +$4.91K | ﹤0.01% | 2020 |
|
|
2024
Q4 | $146K | Buy |
10,991
+4,925
| +81% | +$65.4K | ﹤0.01% | 2035 |
|
|
2024
Q3 | $74K | Sell |
6,066
-818
| -12% | -$9.98K | ﹤0.01% | 2379 |
|
|
2024
Q2 | $74K | Buy |
6,884
+546
| +9% | +$5.87K | ﹤0.01% | 2182 |
|
|
2024
Q1 | $60K | Buy |
6,338
+1,009
| +19% | +$9.55K | ﹤0.01% | 2174 |
|
|
2023
Q4 | $42K | Sell |
5,329
-730
| -12% | -$5.75K | ﹤0.01% | 2285 |
|
|
2023
Q3 | $47K | Buy |
6,059
+1,574
| +35% | +$12.2K | ﹤0.01% | 2097 |
|
|
2023
Q2 | $35K | Buy |
4,485
+646
| +17% | +$5.04K | ﹤0.01% | 2244 |
|
|
2023
Q1 | $28K | Sell |
3,839
-203
| -5% | -$1.48K | ﹤0.01% | 2259 |
|
|
2022
Q4 | $32K | Sell |
4,042
-1,436
| -26% | -$11.4K | ﹤0.01% | 2033 |
|
|
2022
Q3 | $35K | Buy |
5,478
+522
| +11% | +$3.34K | ﹤0.01% | 1841 |
|
|
2022
Q2 | $38K | Buy |
4,956
+898
| +22% | +$6.89K | ﹤0.01% | 1748 |
|
|
2022
Q1 | $32K | Buy |
4,058
+1,704
| +72% | +$13.4K | ﹤0.01% | 1807 |
|
|
2021
Q4 | $24K | Buy |
+2,354
| New | +$24K | ﹤0.01% | 1877 |
|
|
2021
Q2 | $11K | Hold |
1,124
| – | – | ﹤0.01% | 2042 |
|
|
2021
Q1 | $11K | Hold |
1,124
| – | – | ﹤0.01% | 2042 |
|
|
2020
Q4 | $11K | Hold |
1,124
| – | – | ﹤0.01% | 2042 |
|
|
2020
Q3 | $11K | Hold |
1,124
| – | – | ﹤0.01% | 2042 |
|
|
2020
Q2 | $11K | Hold |
1,124
| – | – | ﹤0.01% | 2042 |
|
|
2020
Q1 | $11K | Hold |
1,124
| – | – | ﹤0.01% | 2042 |
|
|
2019
Q4 | $11K | Hold |
1,124
| – | – | ﹤0.01% | 2042 |
|
|
2019
Q3 | $11K | Sell |
1,124
-24
| -2% | -$235 | ﹤0.01% | 2042 |
|
|
2019
Q2 | $11K | Hold |
1,148
| – | – | ﹤0.01% | 2042 |
|
|
2019
Q1 | $11K | Sell |
1,148
-2,200
| -66% | -$21.1K | ﹤0.01% | 2042 |
|
|
2018
Q4 | $24K | Buy |
3,348
+210
| +7% | +$1.51K | ﹤0.01% | 1072 |
|
|
2018
Q3 | $27K | Hold |
3,138
| – | – | ﹤0.01% | 881 |
|
|
2018
Q2 | $30K | Sell |
3,138
-84
| -3% | -$803 | ﹤0.01% | 739 |
|
|
2018
Q1 | $36K | Sell |
3,222
-698
| -18% | -$7.8K | ﹤0.01% | 607 |
|
|
2017
Q4 | $41K | Hold |
3,920
| – | – | ﹤0.01% | 562 |
|
|
2017
Q3 | $39K | Buy |
3,920
+278
| +8% | +$2.77K | ﹤0.01% | 560 |
|
|
2017
Q2 | $37K | Hold |
3,642
| – | – | ﹤0.01% | 519 |
|
|
2017
Q1 | $39K | Sell |
3,642
-32
| -0.9% | -$343 | ﹤0.01% | 499 |
|
|
2016
Q4 | $38K | Buy |
3,674
+1,339
| +57% | +$13.8K | ﹤0.01% | 485 |
|
|
2016
Q3 | $19K | Buy |
+2,335
| New | +$19K | ﹤0.01% | 553 |
|