Carson Wealth (CWM LLC)’s United States Copper Index Fund CPER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4K | Buy |
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|
2025
Q2 | $0 | Hold |
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|
2025
Q1 | $0 | Hold |
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|
2024
Q4 | $0 | Sell |
|
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|
2024
Q3 | $169K | Buy |
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|
2024
Q2 | $0 | Sell |
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|
2024
Q1 | $9K | Buy |
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|
2023
Q4 | $8K | Sell |
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|
2023
Q3 | $8K | Sell |
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|
2023
Q2 | $89K | Buy |
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|
2023
Q1 | $88K | Sell |
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|
2022
Q4 | $126K | Sell |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $352K | Sell |
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|
2022
Q1 | $820K | Sell |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q2 | $2.77M | Hold |
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|
2021
Q1 | $2.77M | Hold |
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|
2020
Q4 | $2.77M | Hold |
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|
2020
Q3 | $2.77M | Hold |
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|
2020
Q2 | $2.77M | Hold |
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|
2020
Q1 | $2.77M | Hold |
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|
2019
Q4 | $2.77M | Hold |
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|
2019
Q3 | $2.77M | Hold |
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|
2019
Q2 | $2.77M | Hold |
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|
2019
Q1 | $2.77M | Buy |
|