Carson Wealth (CWM LLC)’s Cleveland-Cliffs CLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Sell |
14,862
-38,809
| -72% | -$295K | ﹤0.01% | 2602 |
|
|
2025
Q1 | $441K | Buy |
53,671
+40,774
| +316% | +$335K | ﹤0.01% | 1498 |
|
|
2024
Q4 | $121K | Sell |
12,897
-11,902
| -48% | -$112K | ﹤0.01% | 2158 |
|
|
2024
Q3 | $317K | Sell |
24,799
-3,817
| -13% | -$48.8K | ﹤0.01% | 1511 |
|
|
2024
Q2 | $440K | Buy |
28,616
+6,364
| +29% | +$97.9K | ﹤0.01% | 1236 |
|
|
2024
Q1 | $506K | Buy |
22,252
+7,285
| +49% | +$166K | ﹤0.01% | 1136 |
|
|
2023
Q4 | $306K | Sell |
14,967
-959
| -6% | -$19.6K | ﹤0.01% | 1237 |
|
|
2023
Q3 | $249K | Buy |
15,926
+3,711
| +30% | +$58K | ﹤0.01% | 1221 |
|
|
2023
Q2 | $205K | Sell |
12,215
-3,140
| -20% | -$52.7K | ﹤0.01% | 1240 |
|
|
2023
Q1 | $281K | Buy |
15,355
+8,090
| +111% | +$148K | ﹤0.01% | 1077 |
|
|
2022
Q4 | $117K | Sell |
7,265
-1,818
| -20% | -$29.3K | ﹤0.01% | 1305 |
|
|
2022
Q3 | $122K | Buy |
9,083
+3,151
| +53% | +$42.3K | ﹤0.01% | 1255 |
|
|
2022
Q2 | $91K | Sell |
5,932
-5,419
| -48% | -$83.1K | ﹤0.01% | 1350 |
|
|
2022
Q1 | $366K | Buy |
11,351
+7,719
| +213% | +$249K | ﹤0.01% | 813 |
|
|
2021
Q4 | $79K | Buy |
+3,632
| New | +$79K | ﹤0.01% | 1391 |
|
|
2021
Q2 | $377K | Hold |
17,502
| – | – | ﹤0.01% | 729 |
|
|
2021
Q1 | $377K | Hold |
17,502
| – | – | ﹤0.01% | 729 |
|
|
2020
Q4 | $377K | Hold |
17,502
| – | – | ﹤0.01% | 729 |
|
|
2020
Q3 | $377K | Hold |
17,502
| – | – | ﹤0.01% | 729 |
|
|
2020
Q2 | $377K | Hold |
17,502
| – | – | ﹤0.01% | 729 |
|
|
2020
Q1 | $377K | Hold |
17,502
| – | – | ﹤0.01% | 729 |
|
|
2019
Q4 | $377K | Hold |
17,502
| – | – | ﹤0.01% | 729 |
|
|
2019
Q3 | $377K | Hold |
17,502
| – | – | ﹤0.01% | 729 |
|
|
2019
Q2 | $377K | Hold |
17,502
| – | – | ﹤0.01% | 729 |
|
|
2019
Q1 | $377K | Buy |
+17,502
| New | +$377K | ﹤0.01% | 729 |
|