Carson Wealth (CWM LLC)’s Embraer ERJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
222
+6
| +3% | +$351 | ﹤0.01% | 4151 |
|
|
2025
Q1 | $10K | Hold |
216
| – | – | ﹤0.01% | 4093 |
|
|
2024
Q4 | $8K | Sell |
216
-56
| -21% | -$2.07K | ﹤0.01% | 3979 |
|
|
2024
Q3 | $10K | Buy |
272
+102
| +60% | +$3.75K | ﹤0.01% | 3773 |
|
|
2024
Q2 | $4K | Buy |
170
+65
| +62% | +$1.53K | ﹤0.01% | 3944 |
|
|
2024
Q1 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 3831 |
|
|
2022
Q4 | – | Sell |
-270
| Closed | -$2K | – | 4027 |
|
|
2022
Q3 | $2K | Buy |
270
+213
| +374% | +$1.58K | ﹤0.01% | 3441 |
|
|
2022
Q2 | $1K | Hold |
57
| – | – | ﹤0.01% | 3520 |
|
|
2022
Q1 | $1K | Hold |
57
| – | – | ﹤0.01% | 3317 |
|
|
2021
Q4 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 3272 |
|
|
2021
Q2 | $1K | Hold |
57
| – | – | ﹤0.01% | 2746 |
|
|
2021
Q1 | $1K | Hold |
57
| – | – | ﹤0.01% | 2746 |
|
|
2020
Q4 | $1K | Hold |
57
| – | – | ﹤0.01% | 2746 |
|
|
2020
Q3 | $1K | Hold |
57
| – | – | ﹤0.01% | 2746 |
|
|
2020
Q2 | $1K | Hold |
57
| – | – | ﹤0.01% | 2746 |
|
|
2020
Q1 | $1K | Hold |
57
| – | – | ﹤0.01% | 2746 |
|
|
2019
Q4 | $1K | Hold |
57
| – | – | ﹤0.01% | 2746 |
|
|
2019
Q3 | $1K | Hold |
57
| – | – | ﹤0.01% | 2746 |
|
|
2019
Q2 | $1K | Hold |
57
| – | – | ﹤0.01% | 2746 |
|
|
2019
Q1 | $1K | Sell |
57
-5
| -8% | -$88 | ﹤0.01% | 2746 |
|
|
2018
Q4 | $1K | Hold |
62
| – | – | ﹤0.01% | 1872 |
|
|
2018
Q3 | $1K | Sell |
62
-137
| -69% | -$2.21K | ﹤0.01% | 1649 |
|
|
2018
Q2 | $5K | Buy |
199
+83
| +72% | +$2.09K | ﹤0.01% | 1186 |
|
|
2018
Q1 | $3K | Buy |
116
+21
| +22% | +$543 | ﹤0.01% | 1091 |
|
|
2017
Q4 | $2K | Buy |
+95
| New | +$2K | ﹤0.01% | 1266 |
|
|
2016
Q4 | – | Sell |
-632
| Closed | -$11K | – | 1119 |
|
|
2016
Q3 | $11K | Buy |
632
+121
| +24% | +$2.11K | ﹤0.01% | 671 |
|
|
2016
Q2 | $11K | Buy |
511
+1
| +0.2% | +$22 | ﹤0.01% | 544 |
|
|
2016
Q1 | $13K | Hold |
510
| – | – | ﹤0.01% | 491 |
|
|
2015
Q4 | $15K | Buy |
510
+1
| +0.2% | +$29 | ﹤0.01% | 419 |
|
|
2015
Q3 | $13K | Buy |
+509
| New | +$13K | ﹤0.01% | 413 |
|
|
2014
Q1 | – | Sell |
-505
| Closed | -$16K | – | 237 |
|
|
2013
Q4 | $16K | Buy |
+505
| New | +$16K | ﹤0.01% | 363 |
|