Carson Wealth (CWM LLC)’s Coeur Mining CDE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$418K Buy
47,148
+315
+0.7% +$2.79K ﹤0.01% 1673
2025
Q1
$277K Buy
46,833
+37,546
+404% +$222K ﹤0.01% 1716
2024
Q4
$53K Sell
9,287
-429
-4% -$2.45K ﹤0.01% 2751
2024
Q3
$67K Buy
9,716
+4,686
+93% +$32.3K ﹤0.01% 2463
2024
Q2
$28K Buy
5,030
+4,490
+831% +$25K ﹤0.01% 2882
2024
Q1
$2K Buy
540
+462
+592% +$1.71K ﹤0.01% 3944
2023
Q4
$0 Sell
78
-89
-53% ﹤0.01% 4156
2023
Q3
$0 Sell
167
-2,212
-93% ﹤0.01% 4200
2023
Q2
$7K Hold
2,379
﹤0.01% 3257
2023
Q1
$9K Sell
2,379
-709
-23% -$2.68K ﹤0.01% 2992
2022
Q4
$10K Sell
3,088
-14,001
-82% -$45.3K ﹤0.01% 2783
2022
Q3
$58K Buy
17,089
+2,577
+18% +$8.75K ﹤0.01% 1592
2022
Q2
$44K Sell
14,512
-87
-0.6% -$264 ﹤0.01% 1681
2022
Q1
$65K Buy
14,599
+487
+3% +$2.17K ﹤0.01% 1482
2021
Q4
$71K Buy
+14,112
New +$71K ﹤0.01% 1434
2021
Q2
$186K Hold
20,926
﹤0.01% 924
2021
Q1
$186K Hold
20,926
﹤0.01% 924
2020
Q4
$186K Hold
20,926
﹤0.01% 924
2020
Q3
$186K Hold
20,926
﹤0.01% 924
2020
Q2
$186K Hold
20,926
﹤0.01% 924
2020
Q1
$186K Hold
20,926
﹤0.01% 924
2019
Q4
$186K Hold
20,926
﹤0.01% 924
2019
Q3
$186K Hold
20,926
﹤0.01% 924
2019
Q2
$186K Hold
20,926
﹤0.01% 924
2019
Q1
$186K Buy
+20,926
New +$186K ﹤0.01% 924
2018
Q4
Sell
-36
Closed 2098
2018
Q3
$0 Hold
36
﹤0.01% 1847
2018
Q2
$0 Hold
36
﹤0.01% 1690
2018
Q1
$0 Hold
36
﹤0.01% 1420
2017
Q4
$0 Hold
36
﹤0.01% 1462
2017
Q3
$0 Hold
36
﹤0.01% 1473
2017
Q2
$0 Sell
36
-262
-88% ﹤0.01% 1207
2017
Q1
$2K Buy
+298
New +$2K ﹤0.01% 971