Carson Wealth (CWM LLC)’s NGL Energy Partners NGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Sell |
200
-7,504
| -97% | -$37.5K | ﹤0.01% | 5032 |
|
|
2025
Q1 | $35K | Sell |
7,704
-12,500
| -62% | -$56.8K | ﹤0.01% | 3260 |
|
|
2024
Q4 | $101K | Hold |
20,204
| – | – | ﹤0.01% | 2278 |
|
|
2024
Q3 | $91K | Sell |
20,204
-5,000
| -20% | -$22.5K | ﹤0.01% | 2259 |
|
|
2024
Q2 | $128K | Sell |
25,204
-10,000
| -28% | -$50.8K | ﹤0.01% | 1826 |
|
|
2024
Q1 | $203K | Sell |
35,204
-5,000
| -12% | -$28.8K | ﹤0.01% | 1517 |
|
|
2023
Q4 | $224K | Buy |
40,204
+2,500
| +7% | +$13.9K | ﹤0.01% | 1374 |
|
|
2023
Q3 | $146K | Buy |
37,704
+37,504
| +18,752% | +$145K | ﹤0.01% | 1437 |
|
|
2023
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 4003 |
|
|
2023
Q1 | $1K | Hold |
200
| – | – | ﹤0.01% | 3868 |
|
|
2022
Q4 | $0 | Hold |
200
| – | – | ﹤0.01% | 4138 |
|
|
2022
Q3 | $0 | Sell |
200
-100
| -33% | – | ﹤0.01% | 4076 |
|
|
2022
Q2 | $0 | Buy |
300
+100
| +50% | – | ﹤0.01% | 3980 |
|
|
2022
Q1 | $0 | Hold |
200
| – | – | ﹤0.01% | 3734 |
|
|
2021
Q4 | $0 | Buy |
+200
| New | – | ﹤0.01% | 3576 |
|
|
2021
Q2 | $0 | Hold |
200
| – | – | ﹤0.01% | 2944 |
|
|
2021
Q1 | $0 | Hold |
200
| – | – | ﹤0.01% | 2944 |
|
|
2020
Q4 | $0 | Hold |
200
| – | – | ﹤0.01% | 2944 |
|
|
2020
Q3 | $0 | Hold |
200
| – | – | ﹤0.01% | 2944 |
|
|
2020
Q2 | $0 | Hold |
200
| – | – | ﹤0.01% | 2944 |
|
|
2020
Q1 | $0 | Hold |
200
| – | – | ﹤0.01% | 2944 |
|
|
2019
Q4 | $0 | Hold |
200
| – | – | ﹤0.01% | 2944 |
|
|
2019
Q3 | $0 | Hold |
200
| – | – | ﹤0.01% | 2944 |
|
|
2019
Q2 | $0 | Hold |
200
| – | – | ﹤0.01% | 2944 |
|
|
2019
Q1 | $0 | Buy |
+200
| New | – | ﹤0.01% | 3136 |
|