Carson Wealth (CWM LLC)’s Magna International MGA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70K | Buy |
1,821
+998
| +121% | +$38.4K | ﹤0.01% | 3009 |
|
|
2025
Q1 | $28K | Sell |
823
-695
| -46% | -$23.6K | ﹤0.01% | 3443 |
|
|
2024
Q4 | $63K | Buy |
1,518
+592
| +64% | +$24.6K | ﹤0.01% | 2616 |
|
|
2024
Q3 | $38K | Buy |
926
+85
| +10% | +$3.49K | ﹤0.01% | 2904 |
|
|
2024
Q2 | $35K | Sell |
841
-743
| -47% | -$30.9K | ﹤0.01% | 2723 |
|
|
2024
Q1 | $86K | Buy |
1,584
+125
| +9% | +$6.79K | ﹤0.01% | 1962 |
|
|
2023
Q4 | $86K | Sell |
1,459
-55
| -4% | -$3.24K | ﹤0.01% | 1844 |
|
|
2023
Q3 | $81K | Buy |
1,514
+91
| +6% | +$4.87K | ﹤0.01% | 1758 |
|
|
2023
Q2 | $80K | Buy |
1,423
+44
| +3% | +$2.47K | ﹤0.01% | 1686 |
|
|
2023
Q1 | $74K | Buy |
1,379
+173
| +14% | +$9.28K | ﹤0.01% | 1650 |
|
|
2022
Q4 | $68K | Sell |
1,206
-74
| -6% | -$4.17K | ﹤0.01% | 1566 |
|
|
2022
Q3 | $61K | Sell |
1,280
-243
| -16% | -$11.6K | ﹤0.01% | 1568 |
|
|
2022
Q2 | $84K | Sell |
1,523
-643
| -30% | -$35.5K | ﹤0.01% | 1382 |
|
|
2022
Q1 | $139K | Sell |
2,166
-1,506
| -41% | -$96.6K | ﹤0.01% | 1192 |
|
|
2021
Q4 | $297K | Buy |
+3,672
| New | +$297K | ﹤0.01% | 874 |
|
|
2021
Q2 | $23K | Hold |
253
| – | – | ﹤0.01% | 1726 |
|
|
2021
Q1 | $23K | Hold |
253
| – | – | ﹤0.01% | 1726 |
|
|
2020
Q4 | $23K | Hold |
253
| – | – | ﹤0.01% | 1726 |
|
|
2020
Q3 | $23K | Hold |
253
| – | – | ﹤0.01% | 1726 |
|
|
2020
Q2 | $23K | Hold |
253
| – | – | ﹤0.01% | 1726 |
|
|
2020
Q1 | $23K | Hold |
253
| – | – | ﹤0.01% | 1726 |
|
|
2019
Q4 | $23K | Hold |
253
| – | – | ﹤0.01% | 1726 |
|
|
2019
Q3 | $23K | Hold |
253
| – | – | ﹤0.01% | 1726 |
|
|
2019
Q2 | $23K | Hold |
253
| – | – | ﹤0.01% | 1726 |
|
|
2019
Q1 | $23K | Buy |
+253
| New | +$23K | ﹤0.01% | 1726 |
|
|
2018
Q2 | – | Sell |
-65
| Closed | -$4K | – | 1733 |
|
|
2018
Q1 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 1054 |
|
|
2016
Q1 | – | Sell |
-38
| Closed | -$2K | – | 788 |
|
|
2015
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 601 |
|
|
2015
Q3 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 579 |
|