Carson Wealth (CWM LLC)’s Ivanhoe Electric IE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Buy |
360
+95
| +36% | +$792 | ﹤0.01% | 4767 |
|
|
2025
Q1 | $2K | Sell |
265
-120
| -31% | -$906 | ﹤0.01% | 4753 |
|
|
2024
Q4 | $3K | Buy |
385
+181
| +89% | +$1.41K | ﹤0.01% | 4411 |
|
|
2024
Q3 | $2K | Buy |
204
+66
| +48% | +$647 | ﹤0.01% | 4398 |
|
|
2024
Q2 | $1K | Buy |
138
+33
| +31% | +$239 | ﹤0.01% | 4394 |
|
|
2024
Q1 | $1K | Buy |
+105
| New | +$1K | ﹤0.01% | 4142 |
|
|
2023
Q1 | – | Sell |
-110
| Closed | -$1K | – | 4169 |
|
|
2022
Q4 | $1K | Hold |
110
| – | – | ﹤0.01% | 3751 |
|
|
2022
Q3 | $1K | Buy |
+110
| New | +$1K | ﹤0.01% | 3658 |
|