Carson Wealth (CWM LLC)’s Metallus MTUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Sell |
1,393
-2,028
| -59% | -$30.6K | ﹤0.01% | 3884 |
|
|
2025
Q1 | $46K | Buy |
3,421
+1,286
| +60% | +$17.3K | ﹤0.01% | 3056 |
|
|
2024
Q4 | $30K | Buy |
2,135
+359
| +20% | +$5.04K | ﹤0.01% | 3183 |
|
|
2024
Q3 | $26K | Buy |
1,776
+457
| +35% | +$6.69K | ﹤0.01% | 3207 |
|
|
2024
Q2 | $27K | Buy |
1,319
+195
| +17% | +$3.99K | ﹤0.01% | 2929 |
|
|
2024
Q1 | $25K | Buy |
1,124
+3
| +0.3% | +$67 | ﹤0.01% | 2765 |
|
|
2023
Q4 | $26K | Sell |
1,121
-77
| -6% | -$1.79K | ﹤0.01% | 2610 |
|
|
2023
Q3 | $26K | Hold |
1,198
| – | – | ﹤0.01% | 2512 |
|
|
2023
Q2 | $26K | Hold |
1,198
| – | – | ﹤0.01% | 2464 |
|
|
2023
Q1 | $22K | Hold |
1,198
| – | – | ﹤0.01% | 2451 |
|
|
2022
Q4 | $22K | Buy |
1,198
+11
| +0.9% | +$202 | ﹤0.01% | 2309 |
|
|
2022
Q3 | $18K | Buy |
1,187
+18
| +2% | +$273 | ﹤0.01% | 2312 |
|
|
2022
Q2 | $22K | Buy |
1,169
+60
| +5% | +$1.13K | ﹤0.01% | 2061 |
|
|
2022
Q1 | $24K | Hold |
1,109
| – | – | ﹤0.01% | 1973 |
|
|
2021
Q4 | $18K | Buy |
+1,109
| New | +$18K | ﹤0.01% | 2055 |
|
|
2021
Q2 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 1963 |
|
|
2021
Q1 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 1963 |
|
|
2020
Q4 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 1963 |
|
|
2020
Q3 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 1963 |
|
|
2020
Q2 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 1963 |
|
|
2020
Q1 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 1963 |
|
|
2019
Q4 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 1963 |
|
|
2019
Q3 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 1963 |
|
|
2019
Q2 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 1963 |
|
|
2019
Q1 | $14K | Buy |
+1,000
| New | +$14K | ﹤0.01% | 1963 |
|