Carson Wealth (CWM LLC)’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Sell |
3,653
-1,092
| -23% | -$32K | ﹤0.01% | 2649 |
|
|
2025
Q1 | $113K | Sell |
4,745
-62
| -1% | -$1.48K | ﹤0.01% | 2335 |
|
|
2024
Q4 | $82K | Sell |
4,807
-67
| -1% | -$1.14K | ﹤0.01% | 2414 |
|
|
2024
Q3 | $84K | Sell |
4,874
-329
| -6% | -$5.67K | ﹤0.01% | 2305 |
|
|
2024
Q2 | $83K | Buy |
5,203
+311
| +6% | +$4.96K | ﹤0.01% | 2098 |
|
|
2024
Q1 | $77K | Buy |
4,892
+61
| +1% | +$960 | ﹤0.01% | 2023 |
|
|
2023
Q4 | $65K | Sell |
4,831
-341
| -7% | -$4.59K | ﹤0.01% | 2015 |
|
|
2023
Q3 | $57K | Sell |
5,172
-827
| -14% | -$9.11K | ﹤0.01% | 1979 |
|
|
2023
Q2 | $63K | Buy |
5,999
+988
| +20% | +$10.4K | ﹤0.01% | 1826 |
|
|
2023
Q1 | $51K | Buy |
5,011
+1,261
| +34% | +$12.8K | ﹤0.01% | 1854 |
|
|
2022
Q4 | $43K | Buy |
3,750
+2,250
| +150% | +$25.8K | ﹤0.01% | 1812 |
|
|
2022
Q3 | $11K | Buy |
1,500
+904
| +152% | +$6.63K | ﹤0.01% | 2612 |
|
|
2022
Q2 | $5K | Sell |
596
-1,578
| -73% | -$13.2K | ﹤0.01% | 2947 |
|
|
2022
Q1 | $28K | Buy |
2,174
+635
| +41% | +$8.18K | ﹤0.01% | 1866 |
|
|
2021
Q4 | $19K | Buy |
+1,539
| New | +$19K | ﹤0.01% | 2012 |
|