Carson Wealth (CWM LLC)’s Employers Holdings EIG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $917K | Sell |
19,430
-834
| -4% | -$39.4K | ﹤0.01% | 1282 |
|
2025
Q1 | $1.03M | Sell |
20,264
-1,989
| -9% | -$101K | ﹤0.01% | 1111 |
|
2024
Q4 | $1.14M | Sell |
22,253
-744
| -3% | -$38.1K | ﹤0.01% | 1011 |
|
2024
Q3 | $1.1M | Buy |
22,997
+2
| +0% | +$96 | ﹤0.01% | 969 |
|
2024
Q2 | $980K | Sell |
22,995
-588
| -2% | -$25.1K | ﹤0.01% | 900 |
|
2024
Q1 | $1.07M | Sell |
23,583
-1,368
| -5% | -$62.1K | 0.01% | 821 |
|
2023
Q4 | $983K | Sell |
24,951
-1,631
| -6% | -$64.3K | 0.01% | 816 |
|
2023
Q3 | $1.06M | Sell |
26,582
-799
| -3% | -$31.9K | 0.01% | 726 |
|
2023
Q2 | $1.02M | Buy |
27,381
+27,341
| +68,353% | +$1.02M | 0.01% | 706 |
|
2023
Q1 | $2K | Buy |
40
+5
| +14% | +$250 | ﹤0.01% | 3632 |
|
2022
Q4 | $2K | Buy |
35
+16
| +84% | +$914 | ﹤0.01% | 3527 |
|
2022
Q3 | $1K | Sell |
19
-50
| -72% | -$2.63K | ﹤0.01% | 3629 |
|
2022
Q2 | $3K | Buy |
69
+48
| +229% | +$2.09K | ﹤0.01% | 3177 |
|
2022
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 3314 |
|