Carson Wealth (CWM LLC)’s IBEX IBEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Buy |
4,373
+1,520
| +53% | +$44.1K | ﹤0.01% | 2517 |
|
|
2025
Q1 | $69K | Buy |
2,853
+2,274
| +393% | +$55K | ﹤0.01% | 2709 |
|
|
2024
Q4 | $12K | Buy |
579
+304
| +111% | +$6.3K | ﹤0.01% | 3759 |
|
|
2024
Q3 | $5K | Buy |
275
+121
| +79% | +$2.2K | ﹤0.01% | 4100 |
|
|
2024
Q2 | $2K | Buy |
+154
| New | +$2K | ﹤0.01% | 4214 |
|
|
2024
Q1 | – | Sell |
-296
| Closed | -$6K | – | 4497 |
|
|
2023
Q4 | $6K | Hold |
296
| – | – | ﹤0.01% | 3429 |
|
|
2023
Q3 | $5K | Buy |
+296
| New | +$5K | ﹤0.01% | 3459 |
|