Carson Wealth (CWM LLC)’s Mercer International MERC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Buy |
7,060
+5,840
| +479% | +$20.7K | ﹤0.01% | 3770 |
|
|
2025
Q1 | $8K | Buy |
1,220
+302
| +33% | +$1.98K | ﹤0.01% | 4217 |
|
|
2024
Q4 | $6K | Buy |
918
+770
| +520% | +$5.03K | ﹤0.01% | 4127 |
|
|
2024
Q3 | $1K | Buy |
148
+31
| +26% | +$209 | ﹤0.01% | 4628 |
|
|
2024
Q2 | $1K | Buy |
+117
| New | +$1K | ﹤0.01% | 4414 |
|
|
2023
Q4 | – | Sell |
-15
| Closed | – | – | 4362 |
|
|
2023
Q3 | $0 | Sell |
15
-166
| -92% | – | ﹤0.01% | 4375 |
|
|
2023
Q2 | $1K | Buy |
181
+87
| +93% | +$481 | ﹤0.01% | 3992 |
|
|
2023
Q1 | $1K | Sell |
94
-610
| -87% | -$6.49K | ﹤0.01% | 3862 |
|
|
2022
Q4 | $8K | Buy |
704
+357
| +103% | +$4.06K | ﹤0.01% | 2939 |
|
|
2022
Q3 | $4K | Hold |
347
| – | – | ﹤0.01% | 3183 |
|
|
2022
Q2 | $5K | Hold |
347
| – | – | ﹤0.01% | 2985 |
|
|
2022
Q1 | $5K | Hold |
347
| – | – | ﹤0.01% | 2839 |
|
|
2021
Q4 | $4K | Buy |
+347
| New | +$4K | ﹤0.01% | 2841 |
|
|
2019
Q1 | – | Sell |
-2,000
| Closed | -$21K | – | 3113 |
|
|
2018
Q4 | $21K | Buy |
2,000
+1,000
| +100% | +$10.5K | ﹤0.01% | 1118 |
|
|
2018
Q3 | $17K | Buy |
+1,000
| New | +$17K | ﹤0.01% | 993 |
|