Carson Wealth (CWM LLC)’s Mine Safety MSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $117K | Buy |
696
+341
| +96% | +$57.3K | ﹤0.01% | 2581 |
|
2025
Q1 | $52K | Sell |
355
-752
| -68% | -$110K | ﹤0.01% | 2955 |
|
2024
Q4 | $184K | Sell |
1,107
-477
| -30% | -$79.3K | ﹤0.01% | 1876 |
|
2024
Q3 | $281K | Buy |
1,584
+1,255
| +381% | +$223K | ﹤0.01% | 1578 |
|
2024
Q2 | $62K | Buy |
329
+23
| +8% | +$4.33K | ﹤0.01% | 2312 |
|
2024
Q1 | $59K | Buy |
306
+103
| +51% | +$19.9K | ﹤0.01% | 2191 |
|
2023
Q4 | $34K | Sell |
203
-95
| -32% | -$15.9K | ﹤0.01% | 2414 |
|
2023
Q3 | $47K | Sell |
298
-4
| -1% | -$631 | ﹤0.01% | 2104 |
|
2023
Q2 | $53K | Buy |
302
+9
| +3% | +$1.58K | ﹤0.01% | 1940 |
|
2023
Q1 | $39K | Sell |
293
-10
| -3% | -$1.33K | ﹤0.01% | 2047 |
|
2022
Q4 | $44K | Buy |
303
+40
| +15% | +$5.81K | ﹤0.01% | 1805 |
|
2022
Q3 | $29K | Buy |
263
+87
| +49% | +$9.59K | ﹤0.01% | 1985 |
|
2022
Q2 | $21K | Hold |
176
| – | – | ﹤0.01% | 2079 |
|
2022
Q1 | $23K | Buy |
176
+11
| +7% | +$1.44K | ﹤0.01% | 1993 |
|
2021
Q4 | $25K | Buy |
+165
| New | +$25K | ﹤0.01% | 1869 |
|
2019
Q1 | – | Sell |
-8
| Closed | -$1K | – | 3125 |
|
2018
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1932 |
|