Carson Wealth (CWM LLC)’s Clough Global Opportunities Fund GLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Buy |
1,794
+96
| +6% | +$535 | ﹤0.01% | 4286 |
|
|
2025
Q1 | $8K | Hold |
1,698
| – | – | ﹤0.01% | 4207 |
|
|
2024
Q4 | $9K | Hold |
1,698
| – | – | ﹤0.01% | 3923 |
|
|
2024
Q3 | $9K | Buy |
1,698
+223
| +15% | +$1.18K | ﹤0.01% | 3822 |
|
|
2024
Q2 | $8K | Hold |
1,475
| – | – | ﹤0.01% | 3659 |
|
|
2024
Q1 | $7K | Buy |
1,475
+107
| +8% | +$508 | ﹤0.01% | 3501 |
|
|
2023
Q4 | $6K | Hold |
1,368
| – | – | ﹤0.01% | 3422 |
|
|
2023
Q3 | $6K | Buy |
1,368
+398
| +41% | +$1.75K | ﹤0.01% | 3366 |
|
|
2023
Q2 | $5K | Hold |
970
| – | – | ﹤0.01% | 3435 |
|
|
2023
Q1 | $5K | Hold |
970
| – | – | ﹤0.01% | 3288 |
|
|
2022
Q4 | $5K | Sell |
970
-732
| -43% | -$3.77K | ﹤0.01% | 3170 |
|
|
2022
Q3 | $9K | Hold |
1,702
| – | – | ﹤0.01% | 2744 |
|
|
2022
Q2 | $13K | Buy |
+1,702
| New | +$13K | ﹤0.01% | 2413 |
|
|
2019
Q1 | – | Sell |
-13,012
| Closed | -$107K | – | 3033 |
|
|
2018
Q4 | $107K | Buy |
+13,012
| New | +$107K | ﹤0.01% | 713 |
|