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