Carson Wealth (CWM LLC)’s Santander BSBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,660
| Closed | -$13K | – | 4837 |
|
|
2024
Q2 | $13K | Sell |
2,660
-2,300
| -46% | -$11.2K | ﹤0.01% | 3370 |
|
|
2024
Q1 | $28K | Buy |
4,960
+579
| +13% | +$3.27K | ﹤0.01% | 2663 |
|
|
2023
Q4 | $29K | Buy |
4,381
+438
| +11% | +$2.9K | ﹤0.01% | 2526 |
|
|
2023
Q3 | $20K | Buy |
3,943
+835
| +27% | +$4.24K | ﹤0.01% | 2674 |
|
|
2023
Q2 | $20K | Buy |
3,108
+1,753
| +129% | +$11.3K | ﹤0.01% | 2625 |
|
|
2023
Q1 | $7K | Buy |
1,355
+1,071
| +377% | +$5.53K | ﹤0.01% | 3121 |
|
|
2022
Q4 | $2K | Sell |
284
-429
| -60% | -$3.02K | ﹤0.01% | 3505 |
|
|
2022
Q3 | $4K | Sell |
713
-1,047
| -59% | -$5.87K | ﹤0.01% | 3139 |
|
|
2022
Q2 | $10K | Buy |
1,760
+23
| +1% | +$131 | ﹤0.01% | 2565 |
|
|
2022
Q1 | $13K | Buy |
1,737
+1,627
| +1,479% | +$12.2K | ﹤0.01% | 2315 |
|
|
2021
Q4 | $1K | Buy |
+110
| New | +$1K | ﹤0.01% | 3237 |
|