Carson Wealth (CWM LLC)’s Copel ELP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55K | Buy |
6,063
+502
| +9% | +$4.55K | ﹤0.01% | 3198 |
|
|
2025
Q1 | $41K | Buy |
5,561
+735
| +15% | +$5.42K | ﹤0.01% | 3135 |
|
|
2024
Q4 | $29K | Buy |
4,826
+195
| +4% | +$1.17K | ﹤0.01% | 3190 |
|
|
2024
Q3 | $34K | Buy |
4,631
+496
| +12% | +$3.64K | ﹤0.01% | 2987 |
|
|
2024
Q2 | $28K | Buy |
4,135
+482
| +13% | +$3.26K | ﹤0.01% | 2888 |
|
|
2024
Q1 | $28K | Buy |
3,653
+337
| +10% | +$2.58K | ﹤0.01% | 2668 |
|
|
2023
Q4 | $28K | Sell |
3,316
-737
| -18% | -$6.22K | ﹤0.01% | 2552 |
|
|
2023
Q3 | $28K | Sell |
4,053
-265
| -6% | -$1.83K | ﹤0.01% | 2451 |
|
|
2023
Q2 | $30K | Buy |
4,318
+265
| +7% | +$1.84K | ﹤0.01% | 2365 |
|
|
2023
Q1 | $22K | Hold |
4,053
| – | – | ﹤0.01% | 2426 |
|
|
2022
Q4 | $23K | Sell |
4,053
-152
| -4% | -$863 | ﹤0.01% | 2260 |
|
|
2022
Q3 | $20K | Hold |
4,205
| – | – | ﹤0.01% | 2210 |
|
|
2022
Q2 | $21K | Hold |
4,205
| – | – | ﹤0.01% | 2070 |
|
|
2022
Q1 | $26K | Hold |
4,205
| – | – | ﹤0.01% | 1912 |
|
|
2021
Q4 | $19K | Buy |
+4,205
| New | +$19K | ﹤0.01% | 2014 |
|
|
2021
Q2 | $19K | Buy |
4,205
+3,364
| +400% | +$15.2K | ﹤0.01% | 1809 |
|
|
2021
Q1 | $19K | Sell |
841
-7,569
| -90% | -$171K | ﹤0.01% | 1809 |
|
|
2020
Q4 | $19K | Hold |
8,410
| – | – | ﹤0.01% | 1809 |
|
|
2020
Q3 | $19K | Hold |
8,410
| – | – | ﹤0.01% | 1809 |
|
|
2020
Q2 | $19K | Hold |
8,410
| – | – | ﹤0.01% | 1809 |
|
|
2020
Q1 | $19K | Hold |
8,410
| – | – | ﹤0.01% | 1809 |
|
|
2019
Q4 | $19K | Hold |
8,410
| – | – | ﹤0.01% | 1809 |
|
|
2019
Q3 | $19K | Hold |
8,410
| – | – | ﹤0.01% | 1809 |
|
|
2019
Q2 | $19K | Hold |
8,410
| – | – | ﹤0.01% | 1809 |
|
|
2019
Q1 | $19K | Buy |
+8,410
| New | +$19K | ﹤0.01% | 1809 |
|