Carson Wealth (CWM LLC)’s MAG Silver MAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Hold |
8,524
| – | – | ﹤0.01% | 2266 |
|
|
2025
Q1 | $130K | Hold |
8,524
| – | – | ﹤0.01% | 2209 |
|
|
2024
Q4 | $116K | Hold |
8,524
| – | – | ﹤0.01% | 2190 |
|
|
2024
Q3 | $120K | Sell |
8,524
-1,440
| -14% | -$20.3K | ﹤0.01% | 2085 |
|
|
2024
Q2 | $116K | Hold |
9,964
| – | – | ﹤0.01% | 1873 |
|
|
2024
Q1 | $105K | Buy |
9,964
+215
| +2% | +$2.27K | ﹤0.01% | 1853 |
|
|
2023
Q4 | $101K | Buy |
9,749
+1,029
| +12% | +$10.7K | ﹤0.01% | 1764 |
|
|
2023
Q3 | $90K | Buy |
+8,720
| New | +$90K | ﹤0.01% | 1702 |
|
|
2021
Q2 | $108K | Hold |
5,160
| – | – | ﹤0.01% | 1105 |
|
|
2021
Q1 | $108K | Hold |
5,160
| – | – | ﹤0.01% | 1105 |
|
|
2020
Q4 | $108K | Hold |
5,160
| – | – | ﹤0.01% | 1105 |
|
|
2020
Q3 | $108K | Hold |
5,160
| – | – | ﹤0.01% | 1105 |
|
|
2020
Q2 | $108K | Hold |
5,160
| – | – | ﹤0.01% | 1105 |
|
|
2020
Q1 | $108K | Hold |
5,160
| – | – | ﹤0.01% | 1105 |
|
|
2019
Q4 | $108K | Hold |
5,160
| – | – | ﹤0.01% | 1105 |
|
|
2019
Q3 | $108K | Hold |
5,160
| – | – | ﹤0.01% | 1105 |
|
|
2019
Q2 | $108K | Hold |
5,160
| – | – | ﹤0.01% | 1105 |
|
|
2019
Q1 | $108K | Buy |
+5,160
| New | +$108K | ﹤0.01% | 1105 |
|