Carson Wealth (CWM LLC)’s Monarch Casino & Resort MCRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Sell |
1,813
-14
| -0.8% | -$1.21K | ﹤0.01% | 2373 |
|
|
2025
Q1 | $142K | Buy |
1,827
+1,326
| +265% | +$103K | ﹤0.01% | 2139 |
|
|
2024
Q4 | $40K | Buy |
501
+276
| +123% | +$22K | ﹤0.01% | 2959 |
|
|
2024
Q3 | $18K | Buy |
225
+38
| +20% | +$3.04K | ﹤0.01% | 3433 |
|
|
2024
Q2 | $13K | Buy |
187
+75
| +67% | +$5.21K | ﹤0.01% | 3394 |
|
|
2024
Q1 | $8K | Buy |
112
+15
| +15% | +$1.07K | ﹤0.01% | 3457 |
|
|
2023
Q4 | $7K | Sell |
97
-9
| -8% | -$649 | ﹤0.01% | 3352 |
|
|
2023
Q3 | $7K | Buy |
106
+94
| +783% | +$6.21K | ﹤0.01% | 3305 |
|
|
2023
Q2 | $1K | Buy |
12
+10
| +500% | +$833 | ﹤0.01% | 3991 |
|
|
2023
Q1 | $0 | Sell |
2
-61
| -97% | – | ﹤0.01% | 4214 |
|
|
2022
Q4 | $5K | Buy |
+63
| New | +$5K | ﹤0.01% | 3191 |
|
|
2022
Q2 | – | Sell |
-27
| Closed | -$2K | – | 3958 |
|
|
2022
Q1 | $2K | Sell |
27
-22
| -45% | -$1.63K | ﹤0.01% | 3183 |
|
|
2021
Q4 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 2839 |
|