Carson Wealth (CWM LLC)’s EMX Royalty EMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$2K | – | 3959 |
|
|
2022
Q2 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3313 |
|
|
2022
Q1 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3144 |
|
|
2021
Q4 | $2K | Buy |
+1,000
| New | +$2K | ﹤0.01% | 3099 |
|
|
2021
Q2 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 2492 |
|
|
2021
Q1 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 2492 |
|
|
2020
Q4 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 2492 |
|
|
2020
Q3 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 2492 |
|
|
2020
Q2 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 2492 |
|
|
2020
Q1 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 2492 |
|
|
2019
Q4 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 2492 |
|
|
2019
Q3 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 2492 |
|
|
2019
Q2 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 2492 |
|
|
2019
Q1 | $3K | Buy |
+1,000
| New | +$3K | ﹤0.01% | 2492 |
|