Carson Wealth (CWM LLC)’s NextDecade NEXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Buy |
2,153
+62
| +3% | +$547 | ﹤0.01% | 3948 |
|
|
2025
Q1 | $16K | Buy |
2,091
+1,497
| +252% | +$11.5K | ﹤0.01% | 3832 |
|
|
2024
Q4 | $5K | Buy |
594
+460
| +343% | +$3.87K | ﹤0.01% | 4222 |
|
|
2024
Q3 | $1K | Buy |
134
+29
| +28% | +$216 | ﹤0.01% | 4638 |
|
|
2024
Q2 | $1K | Buy |
105
+21
| +25% | +$200 | ﹤0.01% | 4427 |
|
|
2024
Q1 | $0 | Hold |
84
| – | – | ﹤0.01% | 4586 |
|
|
2023
Q4 | $0 | Hold |
84
| – | – | ﹤0.01% | 4384 |
|
|
2023
Q3 | $0 | Hold |
84
| – | – | ﹤0.01% | 4406 |
|
|
2023
Q2 | $1K | Hold |
84
| – | – | ﹤0.01% | 4002 |
|
|
2023
Q1 | $0 | Buy |
+84
| New | – | ﹤0.01% | 4235 |
|