Carson Wealth (CWM LLC)’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30K | Buy |
3,152
+54
| +2% | +$514 | ﹤0.01% | 3636 |
|
|
2025
Q1 | $29K | Sell |
3,098
-513
| -14% | -$4.8K | ﹤0.01% | 3397 |
|
|
2024
Q4 | $31K | Sell |
3,611
-429
| -11% | -$3.68K | ﹤0.01% | 3135 |
|
|
2024
Q3 | $39K | Buy |
4,040
+900
| +29% | +$8.69K | ﹤0.01% | 2876 |
|
|
2024
Q2 | $29K | Buy |
3,140
+352
| +13% | +$3.25K | ﹤0.01% | 2850 |
|
|
2024
Q1 | $25K | Buy |
2,788
+353
| +14% | +$3.17K | ﹤0.01% | 2749 |
|
|
2023
Q4 | $22K | Hold |
2,435
| – | – | ﹤0.01% | 2710 |
|
|
2023
Q3 | $22K | Sell |
2,435
-116
| -5% | -$1.05K | ﹤0.01% | 2617 |
|
|
2023
Q2 | $23K | Buy |
2,551
+170
| +7% | +$1.53K | ﹤0.01% | 2531 |
|
|
2023
Q1 | $23K | Buy |
2,381
+153
| +7% | +$1.48K | ﹤0.01% | 2393 |
|
|
2022
Q4 | $22K | Buy |
2,228
+1,854
| +496% | +$18.3K | ﹤0.01% | 2279 |
|
|
2022
Q3 | $3K | Sell |
374
-535
| -59% | -$4.29K | ﹤0.01% | 3260 |
|
|
2022
Q2 | $8K | Buy |
+909
| New | +$8K | ﹤0.01% | 2680 |
|
|
2022
Q1 | – | Sell |
-13
| Closed | – | – | 3505 |
|
|
2021
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 3466 |
|
|
2021
Q2 | $0 | Hold |
38
| – | – | ﹤0.01% | 2890 |
|
|
2021
Q1 | $0 | Hold |
38
| – | – | ﹤0.01% | 2890 |
|
|
2020
Q4 | $0 | Hold |
38
| – | – | ﹤0.01% | 2890 |
|
|
2020
Q3 | $0 | Hold |
38
| – | – | ﹤0.01% | 2890 |
|
|
2020
Q2 | $0 | Hold |
38
| – | – | ﹤0.01% | 2890 |
|
|
2020
Q1 | $0 | Hold |
38
| – | – | ﹤0.01% | 2890 |
|
|
2019
Q4 | $0 | Hold |
38
| – | – | ﹤0.01% | 2890 |
|
|
2019
Q3 | $0 | Hold |
38
| – | – | ﹤0.01% | 2890 |
|
|
2019
Q2 | $0 | Hold |
38
| – | – | ﹤0.01% | 2890 |
|
|
2019
Q1 | $0 | Buy |
38
+37
| +3,700% | – | ﹤0.01% | 2903 |
|
|
2018
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 2091 |
|
|
2018
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1835 |
|
|
2018
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1683 |
|
|
2018
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1407 |
|