Carson Wealth (CWM LLC)’s iShares MSCI Switzerland ETF EWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92K | Sell |
1,684
-147
| -8% | -$8.03K | ﹤0.01% | 2796 |
|
|
2025
Q1 | $95K | Hold |
1,831
| – | – | ﹤0.01% | 2462 |
|
|
2024
Q4 | $84K | Hold |
1,831
| – | – | ﹤0.01% | 2398 |
|
|
2024
Q3 | $95K | Hold |
1,831
| – | – | ﹤0.01% | 2222 |
|
|
2024
Q2 | $88K | Sell |
1,831
-37
| -2% | -$1.78K | ﹤0.01% | 2042 |
|
|
2024
Q1 | $89K | Buy |
1,868
+42
| +2% | +$2K | ﹤0.01% | 1945 |
|
|
2023
Q4 | $88K | Sell |
1,826
-19
| -1% | -$916 | ﹤0.01% | 1833 |
|
|
2023
Q3 | $80K | Hold |
1,845
| – | – | ﹤0.01% | 1762 |
|
|
2023
Q2 | $85K | Buy |
1,845
+6
| +0.3% | +$276 | ﹤0.01% | 1648 |
|
|
2023
Q1 | $83K | Sell |
1,839
-284
| -13% | -$12.8K | ﹤0.01% | 1584 |
|
|
2022
Q4 | $89K | Sell |
2,123
-203
| -9% | -$8.51K | ﹤0.01% | 1427 |
|
|
2022
Q3 | $87K | Buy |
2,326
+792
| +52% | +$29.6K | ﹤0.01% | 1393 |
|
|
2022
Q2 | $64K | Sell |
1,534
-81
| -5% | -$3.38K | ﹤0.01% | 1509 |
|
|
2022
Q1 | $79K | Sell |
1,615
-13
| -0.8% | -$636 | ﹤0.01% | 1419 |
|
|
2021
Q4 | $86K | Buy |
+1,628
| New | +$86K | ﹤0.01% | 1345 |
|
|
2021
Q2 | $79K | Hold |
1,615
| – | – | ﹤0.01% | 1214 |
|
|
2021
Q1 | $79K | Hold |
1,615
| – | – | ﹤0.01% | 1214 |
|
|
2020
Q4 | $79K | Hold |
1,615
| – | – | ﹤0.01% | 1214 |
|
|
2020
Q3 | $79K | Hold |
1,615
| – | – | ﹤0.01% | 1214 |
|
|
2020
Q2 | $79K | Hold |
1,615
| – | – | ﹤0.01% | 1214 |
|
|
2020
Q1 | $79K | Hold |
1,615
| – | – | ﹤0.01% | 1214 |
|
|
2019
Q4 | $79K | Hold |
1,615
| – | – | ﹤0.01% | 1214 |
|
|
2019
Q3 | $79K | Hold |
1,615
| – | – | ﹤0.01% | 1214 |
|
|
2019
Q2 | $79K | Hold |
1,615
| – | – | ﹤0.01% | 1214 |
|
|
2019
Q1 | $79K | Buy |
1,615
+802
| +99% | +$39.2K | ﹤0.01% | 1214 |
|
|
2018
Q4 | $26K | Sell |
813
-22
| -3% | -$704 | ﹤0.01% | 1056 |
|
|
2018
Q3 | $29K | Sell |
835
-183
| -18% | -$6.36K | ﹤0.01% | 862 |
|
|
2018
Q2 | $33K | Buy |
1,018
+285
| +39% | +$9.24K | ﹤0.01% | 716 |
|
|
2018
Q1 | $25K | Sell |
733
-26
| -3% | -$887 | ﹤0.01% | 671 |
|
|
2017
Q4 | $27K | Sell |
759
-171
| -18% | -$6.08K | ﹤0.01% | 644 |
|
|
2017
Q3 | $33K | Buy |
930
+197
| +27% | +$6.99K | ﹤0.01% | 600 |
|
|
2017
Q2 | $25K | Hold |
733
| – | – | ﹤0.01% | 598 |
|
|
2017
Q1 | $23K | Buy |
733
+201
| +38% | +$6.31K | ﹤0.01% | 579 |
|
|
2016
Q4 | $16K | Buy |
+532
| New | +$16K | ﹤0.01% | 627 |
|