Carson Wealth (CWM LLC)’s Dakota Gold DC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17K | Buy |
4,737
+1,614
| +52% | +$5.79K | ﹤0.01% | 3992 |
|
2025
Q1 | $8K | Buy |
3,123
+1,642
| +111% | +$4.21K | ﹤0.01% | 4198 |
|
2024
Q4 | $3K | Buy |
1,481
+318
| +27% | +$644 | ﹤0.01% | 4394 |
|
2024
Q3 | $3K | Buy |
1,163
+707
| +155% | +$1.82K | ﹤0.01% | 4256 |
|
2024
Q2 | $1K | Buy |
456
+324
| +245% | +$711 | ﹤0.01% | 4351 |
|
2024
Q1 | $0 | Buy |
+132
| New | – | ﹤0.01% | 4384 |
|