Carson Wealth (CWM LLC)’s Kaiser Aluminum KALU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Buy |
1,616
+932
| +136% | +$74.4K | ﹤0.01% | 2503 |
|
|
2025
Q1 | $41K | Sell |
684
-630
| -48% | -$37.8K | ﹤0.01% | 3137 |
|
|
2024
Q4 | $92K | Buy |
1,314
+32
| +2% | +$2.24K | ﹤0.01% | 2334 |
|
|
2024
Q3 | $93K | Buy |
1,282
+713
| +125% | +$51.7K | ﹤0.01% | 2242 |
|
|
2024
Q2 | $50K | Buy |
569
+110
| +24% | +$9.67K | ﹤0.01% | 2475 |
|
|
2024
Q1 | $41K | Buy |
459
+174
| +61% | +$15.5K | ﹤0.01% | 2425 |
|
|
2023
Q4 | $20K | Buy |
285
+227
| +391% | +$15.9K | ﹤0.01% | 2776 |
|
|
2023
Q3 | $4K | Hold |
58
| – | – | ﹤0.01% | 3568 |
|
|
2023
Q2 | $4K | Sell |
58
-23
| -28% | -$1.59K | ﹤0.01% | 3530 |
|
|
2023
Q1 | $6K | Sell |
81
-9
| -10% | -$667 | ﹤0.01% | 3209 |
|
|
2022
Q4 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 3005 |
|
|
2022
Q3 | – | Sell |
-55
| Closed | -$4K | – | 4031 |
|
|
2022
Q2 | $4K | Sell |
55
-1
| -2% | -$73 | ﹤0.01% | 3089 |
|
|
2022
Q1 | $5K | Sell |
56
-21
| -27% | -$1.88K | ﹤0.01% | 2832 |
|
|
2021
Q4 | $7K | Buy |
+77
| New | +$7K | ﹤0.01% | 2547 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | -$1K | – | 3084 |
|
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1913 |
|
|
2018
Q3 | $1K | Sell |
9
-18
| -67% | -$2K | ﹤0.01% | 1684 |
|
|
2018
Q2 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 1294 |
|