Carson Wealth (CWM LLC)’s Mexico Fund MXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Hold |
627
| – | – | ﹤0.01% | 4244 |
|
|
2025
Q1 | $9K | Hold |
627
| – | – | ﹤0.01% | 4164 |
|
|
2024
Q4 | $8K | Hold |
627
| – | – | ﹤0.01% | 3996 |
|
|
2024
Q3 | $9K | Hold |
627
| – | – | ﹤0.01% | 3841 |
|
|
2024
Q2 | $10K | Hold |
627
| – | – | ﹤0.01% | 3550 |
|
|
2024
Q1 | $12K | Buy |
627
+450
| +254% | +$8.61K | ﹤0.01% | 3234 |
|
|
2023
Q4 | $3K | Hold |
177
| – | – | ﹤0.01% | 3716 |
|
|
2023
Q3 | $3K | Hold |
177
| – | – | ﹤0.01% | 3685 |
|
|
2023
Q2 | $3K | Hold |
177
| – | – | ﹤0.01% | 3660 |
|
|
2023
Q1 | $3K | Hold |
177
| – | – | ﹤0.01% | 3534 |
|
|
2022
Q4 | $3K | Hold |
177
| – | – | ﹤0.01% | 3434 |
|
|
2022
Q3 | $2K | Buy |
+177
| New | +$2K | ﹤0.01% | 3490 |
|