Carson Wealth (CWM LLC)’s NACCO Industries NC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
33,193
+52
| +0.2% | +$2.3K | 0.01% | 1070 |
|
|
2025
Q1 | $1.12M | Sell |
33,141
-626
| -2% | -$21.1K | ﹤0.01% | 1065 |
|
|
2024
Q4 | $1.01M | Buy |
33,767
+78
| +0.2% | +$2.33K | ﹤0.01% | 1080 |
|
|
2024
Q3 | $955K | Buy |
33,689
+19
| +0.1% | +$539 | ﹤0.01% | 1061 |
|
|
2024
Q2 | $932K | Buy |
33,670
+55
| +0.2% | +$1.52K | ﹤0.01% | 933 |
|
|
2024
Q1 | $1.02M | Buy |
+33,615
| New | +$1.02M | ﹤0.01% | 846 |
|