Carson Wealth (CWM LLC)’s ENI E Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$191K Sell
5,880
-87
-1% -$2.83K ﹤0.01% 2213
2025
Q1
$185K Buy
5,967
+269
+5% +$8.34K ﹤0.01% 1972
2024
Q4
$156K Buy
5,698
+3,241
+132% +$88.7K ﹤0.01% 1987
2024
Q3
$74K Buy
2,457
+257
+12% +$7.74K ﹤0.01% 2381
2024
Q2
$68K Sell
2,200
-162
-7% -$5.01K ﹤0.01% 2241
2024
Q1
$75K Buy
2,362
+163
+7% +$5.18K ﹤0.01% 2038
2023
Q4
$75K Buy
2,199
+121
+6% +$4.13K ﹤0.01% 1921
2023
Q3
$66K Sell
2,078
-302
-13% -$9.59K ﹤0.01% 1897
2023
Q2
$69K Sell
2,380
-462
-16% -$13.4K ﹤0.01% 1779
2023
Q1
$80K Sell
2,842
-240
-8% -$6.76K ﹤0.01% 1603
2022
Q4
$88K Buy
3,082
+1,359
+79% +$38.8K ﹤0.01% 1431
2022
Q3
$36K Buy
1,723
+76
+5% +$1.59K ﹤0.01% 1826
2022
Q2
$39K Buy
1,647
+346
+27% +$8.19K ﹤0.01% 1739
2022
Q1
$38K Buy
1,301
+479
+58% +$14K ﹤0.01% 1723
2021
Q4
$23K Buy
+822
New +$23K ﹤0.01% 1908
2021
Q2
$5K Hold
219
﹤0.01% 2336
2021
Q1
$5K Hold
219
﹤0.01% 2336
2020
Q4
$5K Hold
219
﹤0.01% 2336
2020
Q3
$5K Hold
219
﹤0.01% 2336
2020
Q2
$5K Hold
219
﹤0.01% 2336
2020
Q1
$5K Hold
219
﹤0.01% 2336
2019
Q4
$5K Hold
219
﹤0.01% 2336
2019
Q3
$5K Hold
219
﹤0.01% 2336
2019
Q2
$5K Hold
219
﹤0.01% 2336
2019
Q1
$5K Buy
219
+161
+278% +$3.68K ﹤0.01% 2336
2018
Q4
$2K Hold
58
﹤0.01% 1730
2018
Q3
$2K Sell
58
-124
-68% -$4.28K ﹤0.01% 1511
2018
Q2
$7K Buy
182
+29
+19% +$1.12K ﹤0.01% 1097
2018
Q1
$5K Sell
153
-61
-29% -$1.99K ﹤0.01% 1008
2017
Q4
$7K Buy
214
+95
+80% +$3.11K ﹤0.01% 976
2017
Q3
$4K Buy
+119
New +$4K ﹤0.01% 1126
2016
Q4
Sell
-40
Closed -$1K 1117
2016
Q3
$1K Buy
+40
New +$1K ﹤0.01% 946