Carson Wealth (CWM LLC)’s CMB.TECH NV CMBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-847
| Closed | -$14K | – | 5001 |
|
|
2024
Q1 | $14K | Hold |
847
| – | – | ﹤0.01% | 3155 |
|
|
2023
Q4 | $15K | Hold |
847
| – | – | ﹤0.01% | 2957 |
|
|
2023
Q3 | $14K | Sell |
847
-479
| -36% | -$7.92K | ﹤0.01% | 2948 |
|
|
2023
Q2 | $20K | Hold |
1,326
| – | – | ﹤0.01% | 2649 |
|
|
2023
Q1 | $22K | Hold |
1,326
| – | – | ﹤0.01% | 2452 |
|
|
2022
Q4 | $23K | Hold |
1,326
| – | – | ﹤0.01% | 2275 |
|
|
2022
Q3 | $20K | Hold |
1,326
| – | – | ﹤0.01% | 2237 |
|
|
2022
Q2 | $16K | Hold |
1,326
| – | – | ﹤0.01% | 2284 |
|
|
2022
Q1 | $14K | Sell |
1,326
-137
| -9% | -$1.45K | ﹤0.01% | 2309 |
|
|
2021
Q4 | $13K | Buy |
+1,463
| New | +$13K | ﹤0.01% | 2219 |
|
|
2021
Q2 | $14K | Hold |
1,463
| – | – | ﹤0.01% | 1964 |
|
|
2021
Q1 | $14K | Hold |
1,463
| – | – | ﹤0.01% | 1964 |
|
|
2020
Q4 | $14K | Hold |
1,463
| – | – | ﹤0.01% | 1964 |
|
|
2020
Q3 | $14K | Hold |
1,463
| – | – | ﹤0.01% | 1964 |
|
|
2020
Q2 | $14K | Hold |
1,463
| – | – | ﹤0.01% | 1964 |
|
|
2020
Q1 | $14K | Hold |
1,463
| – | – | ﹤0.01% | 1964 |
|
|
2019
Q4 | $14K | Hold |
1,463
| – | – | ﹤0.01% | 1964 |
|
|
2019
Q3 | $14K | Hold |
1,463
| – | – | ﹤0.01% | 1964 |
|
|
2019
Q2 | $14K | Hold |
1,463
| – | – | ﹤0.01% | 1964 |
|
|
2019
Q1 | $14K | Buy |
1,463
+137
| +10% | +$1.31K | ﹤0.01% | 1964 |
|
|
2018
Q4 | $9K | Hold |
1,326
| – | – | ﹤0.01% | 1380 |
|
|
2018
Q3 | $12K | Hold |
1,326
| – | – | ﹤0.01% | 1116 |
|
|
2018
Q2 | $12K | Hold |
1,326
| – | – | ﹤0.01% | 960 |
|
|
2018
Q1 | $11K | Hold |
1,326
| – | – | ﹤0.01% | 841 |
|
|
2017
Q4 | $12K | Buy |
+1,326
| New | +$12K | ﹤0.01% | 842 |
|