Carson Wealth (CWM LLC)’s Equinox Gold EQX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,190
| Closed | -$17K | – | 4900 |
|
|
2024
Q2 | $17K | Sell |
3,190
-199
| -6% | -$1.06K | ﹤0.01% | 3209 |
|
|
2024
Q1 | $20K | Buy |
3,389
+230
| +7% | +$1.36K | ﹤0.01% | 2903 |
|
|
2023
Q4 | $15K | Buy |
3,159
+299
| +10% | +$1.42K | ﹤0.01% | 2935 |
|
|
2023
Q3 | $12K | Buy |
+2,860
| New | +$12K | ﹤0.01% | 3031 |
|
|
2023
Q2 | – | Sell |
-3,512
| Closed | -$18K | – | 4225 |
|
|
2023
Q1 | $18K | Buy |
3,512
+2,398
| +215% | +$12.3K | ﹤0.01% | 2567 |
|
|
2022
Q4 | $4K | Buy |
+1,114
| New | +$4K | ﹤0.01% | 3281 |
|
|
2022
Q2 | – | Sell |
-5,758
| Closed | -$48K | – | 3850 |
|
|
2022
Q1 | $48K | Hold |
5,758
| – | – | ﹤0.01% | 1625 |
|
|
2021
Q4 | $39K | Buy |
+5,758
| New | +$39K | ﹤0.01% | 1671 |
|
|
2021
Q2 | $186K | Hold |
26,811
| – | – | ﹤0.01% | 925 |
|
|
2021
Q1 | $186K | Hold |
26,811
| – | – | ﹤0.01% | 925 |
|
|
2020
Q4 | $186K | Hold |
26,811
| – | – | ﹤0.01% | 925 |
|
|
2020
Q3 | $186K | Hold |
26,811
| – | – | ﹤0.01% | 925 |
|
|
2020
Q2 | $186K | Hold |
26,811
| – | – | ﹤0.01% | 925 |
|
|
2020
Q1 | $186K | Hold |
26,811
| – | – | ﹤0.01% | 925 |
|
|
2019
Q4 | $186K | Hold |
26,811
| – | – | ﹤0.01% | 925 |
|
|
2019
Q3 | $186K | Hold |
26,811
| – | – | ﹤0.01% | 925 |
|
|
2019
Q2 | $186K | Hold |
26,811
| – | – | ﹤0.01% | 925 |
|
|
2019
Q1 | $186K | Buy |
+26,811
| New | +$186K | ﹤0.01% | 925 |
|