Carson Wealth (CWM LLC)’s iShares MSCI Canada ETF EWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99K | Buy |
2,151
+459
| +27% | +$21.1K | ﹤0.01% | 2727 |
|
|
2025
Q1 | $69K | Hold |
1,692
| – | – | ﹤0.01% | 2707 |
|
|
2024
Q4 | $68K | Sell |
1,692
-150
| -8% | -$6.03K | ﹤0.01% | 2559 |
|
|
2024
Q3 | $76K | Sell |
1,842
-504
| -21% | -$20.8K | ﹤0.01% | 2367 |
|
|
2024
Q2 | $87K | Buy |
2,346
+370
| +19% | +$13.7K | ﹤0.01% | 2053 |
|
|
2024
Q1 | $76K | Buy |
1,976
+669
| +51% | +$25.7K | ﹤0.01% | 2030 |
|
|
2023
Q4 | $48K | Sell |
1,307
-8
| -0.6% | -$294 | ﹤0.01% | 2201 |
|
|
2023
Q3 | $44K | Sell |
1,315
-73
| -5% | -$2.44K | ﹤0.01% | 2135 |
|
|
2023
Q2 | $49K | Sell |
1,388
-103
| -7% | -$3.64K | ﹤0.01% | 1998 |
|
|
2023
Q1 | $51K | Buy |
1,491
+68
| +5% | +$2.33K | ﹤0.01% | 1856 |
|
|
2022
Q4 | $47K | Buy |
1,423
+159
| +13% | +$5.25K | ﹤0.01% | 1775 |
|
|
2022
Q3 | $39K | Buy |
1,264
+722
| +133% | +$22.3K | ﹤0.01% | 1782 |
|
|
2022
Q2 | $18K | Sell |
542
-61
| -10% | -$2.03K | ﹤0.01% | 2180 |
|
|
2022
Q1 | $24K | Sell |
603
-73
| -11% | -$2.91K | ﹤0.01% | 1964 |
|
|
2021
Q4 | $26K | Buy |
+676
| New | +$26K | ﹤0.01% | 1839 |
|
|
2021
Q2 | $31K | Hold |
836
| – | – | ﹤0.01% | 1596 |
|
|
2021
Q1 | $31K | Hold |
836
| – | – | ﹤0.01% | 1596 |
|
|
2020
Q4 | $31K | Hold |
836
| – | – | ﹤0.01% | 1596 |
|
|
2020
Q3 | $31K | Hold |
836
| – | – | ﹤0.01% | 1596 |
|
|
2020
Q2 | $31K | Hold |
836
| – | – | ﹤0.01% | 1596 |
|
|
2020
Q1 | $31K | Hold |
836
| – | – | ﹤0.01% | 1596 |
|
|
2019
Q4 | $31K | Hold |
836
| – | – | ﹤0.01% | 1596 |
|
|
2019
Q3 | $31K | Hold |
836
| – | – | ﹤0.01% | 1596 |
|
|
2019
Q2 | $31K | Hold |
836
| – | – | ﹤0.01% | 1596 |
|
|
2019
Q1 | $31K | Sell |
836
-8,080
| -91% | -$300K | ﹤0.01% | 1596 |
|
|
2018
Q4 | $214K | Sell |
8,916
-35,640
| -80% | -$855K | 0.01% | 581 |
|
|
2018
Q3 | $1.28M | Buy |
44,556
+15,740
| +55% | +$453K | 0.03% | 295 |
|
|
2018
Q2 | $822K | Buy |
28,816
+28,649
| +17,155% | +$817K | 0.03% | 286 |
|
|
2018
Q1 | $5K | Sell |
167
-39
| -19% | -$1.17K | ﹤0.01% | 1010 |
|
|
2017
Q4 | $6K | Sell |
206
-25
| -11% | -$728 | ﹤0.01% | 1024 |
|
|
2017
Q3 | $7K | Buy |
+231
| New | +$7K | ﹤0.01% | 986 |
|
|
2017
Q2 | – | Sell |
-539
| Closed | -$14K | – | 1223 |
|
|
2017
Q1 | $14K | Sell |
539
-315,155
| -100% | -$8.19M | ﹤0.01% | 678 |
|
|
2016
Q4 | $8.26M | Buy |
315,694
+305,154
| +2,895% | +$7.98M | 0.51% | 53 |
|
|
2016
Q3 | $271K | Sell |
10,540
-44,094
| -81% | -$1.13M | 0.02% | 233 |
|
|
2016
Q2 | $1.34M | Buy |
54,634
+36,019
| +193% | +$883K | 0.1% | 161 |
|
|
2016
Q1 | $441K | Buy |
18,615
+17,751
| +2,055% | +$421K | 0.04% | 194 |
|
|
2015
Q4 | $19K | Buy |
+864
| New | +$19K | ﹤0.01% | 398 |
|