Carson Wealth (CWM LLC)’s iShare MSCI Eurozone ETF EZU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31K | Buy |
516
+170
| +49% | +$10.2K | ﹤0.01% | 3624 |
|
|
2025
Q1 | $18K | Buy |
346
+179
| +107% | +$9.31K | ﹤0.01% | 3741 |
|
|
2024
Q4 | $8K | Sell |
167
-105
| -39% | -$5.03K | ﹤0.01% | 3981 |
|
|
2024
Q3 | $14K | Buy |
272
+106
| +64% | +$5.46K | ﹤0.01% | 3579 |
|
|
2024
Q2 | $8K | Sell |
166
-159
| -49% | -$7.66K | ﹤0.01% | 3652 |
|
|
2024
Q1 | $17K | Sell |
325
-164
| -34% | -$8.58K | ﹤0.01% | 3006 |
|
|
2023
Q4 | $23K | Buy |
489
+14
| +3% | +$658 | ﹤0.01% | 2683 |
|
|
2023
Q3 | $20K | Buy |
475
+154
| +48% | +$6.48K | ﹤0.01% | 2678 |
|
|
2023
Q2 | $15K | Buy |
321
+114
| +55% | +$5.33K | ﹤0.01% | 2806 |
|
|
2023
Q1 | $9K | Buy |
207
+72
| +53% | +$3.13K | ﹤0.01% | 3000 |
|
|
2022
Q4 | $5K | Hold |
135
| – | – | ﹤0.01% | 3159 |
|
|
2022
Q3 | $4K | Hold |
135
| – | – | ﹤0.01% | 3163 |
|
|
2022
Q2 | $5K | Hold |
135
| – | – | ﹤0.01% | 2956 |
|
|
2022
Q1 | $6K | Hold |
135
| – | – | ﹤0.01% | 2732 |
|
|
2021
Q4 | $7K | Buy |
+135
| New | +$7K | ﹤0.01% | 2533 |
|
|
2021
Q2 | $7K | Hold |
139
| – | – | ﹤0.01% | 2229 |
|
|
2021
Q1 | $7K | Hold |
139
| – | – | ﹤0.01% | 2229 |
|
|
2020
Q4 | $7K | Hold |
139
| – | – | ﹤0.01% | 2229 |
|
|
2020
Q3 | $7K | Hold |
139
| – | – | ﹤0.01% | 2229 |
|
|
2020
Q2 | $7K | Hold |
139
| – | – | ﹤0.01% | 2229 |
|
|
2020
Q1 | $7K | Hold |
139
| – | – | ﹤0.01% | 2229 |
|
|
2019
Q4 | $7K | Hold |
139
| – | – | ﹤0.01% | 2229 |
|
|
2019
Q3 | $7K | Hold |
139
| – | – | ﹤0.01% | 2229 |
|
|
2019
Q2 | $7K | Hold |
139
| – | – | ﹤0.01% | 2229 |
|
|
2019
Q1 | $7K | Sell |
139
-2,009
| -94% | -$101K | ﹤0.01% | 2229 |
|
|
2018
Q4 | $75K | Sell |
2,148
-3,360
| -61% | -$117K | ﹤0.01% | 777 |
|
|
2018
Q3 | $226K | Buy |
5,508
+287
| +5% | +$11.8K | 0.01% | 495 |
|
|
2018
Q2 | $214K | Buy |
5,221
+51
| +1% | +$2.09K | 0.01% | 411 |
|
|
2018
Q1 | $224K | Buy |
5,170
+950
| +23% | +$41.2K | 0.01% | 353 |
|
|
2017
Q4 | $183K | Hold |
4,220
| – | – | 0.01% | 355 |
|
|
2017
Q3 | $183K | Buy |
4,220
+3,572
| +551% | +$155K | 0.01% | 335 |
|
|
2017
Q2 | $26K | Sell |
648
-268
| -29% | -$10.8K | ﹤0.01% | 587 |
|
|
2017
Q1 | $34K | Sell |
916
-1
| -0.1% | -$37 | ﹤0.01% | 519 |
|
|
2016
Q4 | $32K | Sell |
917
-2,417
| -72% | -$84.3K | ﹤0.01% | 508 |
|
|
2016
Q3 | $115K | Buy |
3,334
+151
| +5% | +$5.21K | 0.01% | 319 |
|
|
2016
Q2 | $103K | Buy |
3,183
+2,938
| +1,199% | +$95.1K | 0.01% | 299 |
|
|
2016
Q1 | $8K | Sell |
245
-1,941
| -89% | -$63.4K | ﹤0.01% | 550 |
|
|
2015
Q4 | $77K | Sell |
2,186
-13,685
| -86% | -$482K | 0.01% | 279 |
|
|
2015
Q3 | $545K | Buy |
+15,871
| New | +$545K | 0.05% | 151 |
|