Carson Wealth (CWM LLC)’s Global Industrial GIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Buy |
4,603
+2,989
| +185% | +$80.5K | ﹤0.01% | 2537 |
|
|
2025
Q1 | $36K | Buy |
1,614
+1,053
| +188% | +$23.5K | ﹤0.01% | 3239 |
|
|
2024
Q4 | $14K | Sell |
561
-563
| -50% | -$14.1K | ﹤0.01% | 3672 |
|
|
2024
Q3 | $38K | Buy |
1,124
+554
| +97% | +$18.7K | ﹤0.01% | 2903 |
|
|
2024
Q2 | $18K | Sell |
570
-1,263
| -69% | -$39.9K | ﹤0.01% | 3177 |
|
|
2024
Q1 | $82K | Sell |
1,833
-7,524
| -80% | -$337K | ﹤0.01% | 1997 |
|
|
2023
Q4 | $363K | Buy |
9,357
+9,150
| +4,420% | +$355K | ﹤0.01% | 1183 |
|
|
2023
Q3 | $7K | Hold |
207
| – | – | ﹤0.01% | 3290 |
|
|
2023
Q2 | $6K | Hold |
207
| – | – | ﹤0.01% | 3343 |
|
|
2023
Q1 | $6K | Hold |
207
| – | – | ﹤0.01% | 3200 |
|
|
2022
Q4 | $5K | Buy |
207
+7
| +4% | +$169 | ﹤0.01% | 3169 |
|
|
2022
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 3063 |
|
|
2022
Q2 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 2793 |
|