Carson Wealth (CWM LLC)’s CAE Inc CAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53K | Sell |
1,818
-157
| -8% | -$4.58K | ﹤0.01% | 3227 |
|
|
2025
Q1 | $49K | Sell |
1,975
-99
| -5% | -$2.46K | ﹤0.01% | 3007 |
|
|
2024
Q4 | $53K | Buy |
2,074
+299
| +17% | +$7.64K | ﹤0.01% | 2750 |
|
|
2024
Q3 | $33K | Sell |
1,775
-787
| -31% | -$14.6K | ﹤0.01% | 3012 |
|
|
2024
Q2 | $48K | Buy |
2,562
+453
| +21% | +$8.49K | ﹤0.01% | 2496 |
|
|
2024
Q1 | $44K | Buy |
2,109
+383
| +22% | +$7.99K | ﹤0.01% | 2370 |
|
|
2023
Q4 | $37K | Sell |
1,726
-176
| -9% | -$3.77K | ﹤0.01% | 2350 |
|
|
2023
Q3 | $44K | Buy |
1,902
+346
| +22% | +$8K | ﹤0.01% | 2133 |
|
|
2023
Q2 | $35K | Buy |
1,556
+32
| +2% | +$720 | ﹤0.01% | 2246 |
|
|
2023
Q1 | $34K | Buy |
1,524
+71
| +5% | +$1.58K | ﹤0.01% | 2121 |
|
|
2022
Q4 | $28K | Buy |
1,453
+1,271
| +698% | +$24.5K | ﹤0.01% | 2125 |
|
|
2022
Q3 | $3K | Sell |
182
-485
| -73% | -$8K | ﹤0.01% | 3267 |
|
|
2022
Q2 | $16K | Buy |
667
+421
| +171% | +$10.1K | ﹤0.01% | 2249 |
|
|
2022
Q1 | $6K | Buy |
246
+144
| +141% | +$3.51K | ﹤0.01% | 2724 |
|
|
2021
Q4 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 2937 |
|
|
2021
Q2 | $3K | Hold |
102
| – | – | ﹤0.01% | 2481 |
|
|
2021
Q1 | $3K | Hold |
102
| – | – | ﹤0.01% | 2481 |
|
|
2020
Q4 | $3K | Hold |
102
| – | – | ﹤0.01% | 2481 |
|
|
2020
Q3 | $3K | Hold |
102
| – | – | ﹤0.01% | 2481 |
|
|
2020
Q2 | $3K | Hold |
102
| – | – | ﹤0.01% | 2481 |
|
|
2020
Q1 | $3K | Hold |
102
| – | – | ﹤0.01% | 2481 |
|
|
2019
Q4 | $3K | Hold |
102
| – | – | ﹤0.01% | 2481 |
|
|
2019
Q3 | $3K | Hold |
102
| – | – | ﹤0.01% | 2481 |
|
|
2019
Q2 | $3K | Hold |
102
| – | – | ﹤0.01% | 2481 |
|
|
2019
Q1 | $3K | Sell |
102
-118
| -54% | -$3.47K | ﹤0.01% | 2481 |
|
|
2018
Q4 | $4K | Hold |
220
| – | – | ﹤0.01% | 1574 |
|
|
2018
Q3 | $4K | Sell |
220
-47
| -18% | -$855 | ﹤0.01% | 1375 |
|
|
2018
Q2 | $6K | Buy |
+267
| New | +$6K | ﹤0.01% | 1133 |
|