Carson Wealth (CWM LLC)’s MP Materials MP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
4,070
+504
| +14% | +$16.7K | ﹤0.01% | 2470 |
|
|
2025
Q1 | $87K | Buy |
3,566
+505
| +16% | +$12.3K | ﹤0.01% | 2536 |
|
|
2024
Q4 | $48K | Sell |
3,061
-7,081
| -70% | -$111K | ﹤0.01% | 2833 |
|
|
2024
Q3 | $179K | Buy |
10,142
+315
| +3% | +$5.56K | ﹤0.01% | 1813 |
|
|
2024
Q2 | $125K | Buy |
9,827
+7,957
| +426% | +$101K | ﹤0.01% | 1836 |
|
|
2024
Q1 | $27K | Buy |
1,870
+203
| +12% | +$2.93K | ﹤0.01% | 2707 |
|
|
2023
Q4 | $33K | Buy |
1,667
+766
| +85% | +$15.2K | ﹤0.01% | 2445 |
|
|
2023
Q3 | $17K | Buy |
901
+485
| +117% | +$9.15K | ﹤0.01% | 2792 |
|
|
2023
Q2 | $10K | Sell |
416
-1,157
| -74% | -$27.8K | ﹤0.01% | 3083 |
|
|
2023
Q1 | $44K | Sell |
1,573
-2,765
| -64% | -$77.3K | ﹤0.01% | 1951 |
|
|
2022
Q4 | $105K | Buy |
4,338
+1,137
| +36% | +$27.5K | ﹤0.01% | 1357 |
|
|
2022
Q3 | $87K | Buy |
3,201
+3,111
| +3,457% | +$84.6K | ﹤0.01% | 1397 |
|
|
2022
Q2 | $3K | Sell |
90
-23
| -20% | -$767 | ﹤0.01% | 3205 |
|
|
2022
Q1 | $6K | Sell |
113
-1,815
| -94% | -$96.4K | ﹤0.01% | 2758 |
|
|
2021
Q4 | $88K | Buy |
+1,928
| New | +$88K | ﹤0.01% | 1338 |
|
|
2021
Q2 | $298K | Hold |
8,085
| – | – | ﹤0.01% | 782 |
|
|
2021
Q1 | $298K | Hold |
8,085
| – | – | ﹤0.01% | 782 |
|
|
2020
Q4 | $298K | Hold |
8,085
| – | – | ﹤0.01% | 782 |
|
|
2020
Q3 | $298K | Hold |
8,085
| – | – | ﹤0.01% | 782 |
|
|
2020
Q2 | $298K | Hold |
8,085
| – | – | ﹤0.01% | 782 |
|
|
2020
Q1 | $298K | Hold |
8,085
| – | – | ﹤0.01% | 782 |
|
|
2019
Q4 | $298K | Hold |
8,085
| – | – | ﹤0.01% | 782 |
|
|
2019
Q3 | $298K | Hold |
8,085
| – | – | ﹤0.01% | 782 |
|
|
2019
Q2 | $298K | Hold |
8,085
| – | – | ﹤0.01% | 782 |
|
|
2019
Q1 | $298K | Buy |
+8,085
| New | +$298K | ﹤0.01% | 782 |
|