Carson Wealth (CWM LLC)’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53K | Buy |
382
+2
| +0.5% | +$277 | ﹤0.01% | 3229 |
|
|
2025
Q1 | $49K | Hold |
380
| – | – | ﹤0.01% | 3010 |
|
|
2024
Q4 | $42K | Sell |
380
-10
| -3% | -$1.11K | ﹤0.01% | 2925 |
|
|
2024
Q3 | $44K | Buy |
390
+10
| +3% | +$1.13K | ﹤0.01% | 2782 |
|
|
2024
Q2 | $39K | Sell |
380
-129
| -25% | -$13.2K | ﹤0.01% | 2633 |
|
|
2024
Q1 | $49K | Hold |
509
| – | – | ﹤0.01% | 2305 |
|
|
2023
Q4 | $46K | Buy |
509
+97
| +24% | +$8.77K | ﹤0.01% | 2221 |
|
|
2023
Q3 | $35K | Hold |
412
| – | – | ﹤0.01% | 2306 |
|
|
2023
Q2 | $36K | Buy |
412
+410
| +20,500% | +$35.8K | ﹤0.01% | 2226 |
|
|
2023
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 4146 |
|
|
2022
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 4061 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 3993 |
|
|
2017
Q3 | – | Sell |
-63
| Closed | -$4K | – | 1503 |
|
|
2017
Q2 | $4K | Sell |
63
-187
| -75% | -$11.9K | ﹤0.01% | 912 |
|
|
2017
Q1 | $16K | Sell |
250
-8,117
| -97% | -$519K | ﹤0.01% | 638 |
|
|
2016
Q4 | $482K | Sell |
8,367
-3,833
| -31% | -$221K | 0.03% | 214 |
|
|
2016
Q3 | $813K | Buy |
+12,200
| New | +$813K | 0.06% | 177 |
|