Carson Wealth (CWM LLC)’s National Western Life Group, Inc. Class A NWLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8
| Closed | -$4K | – | 5289 |
|
|
2024
Q2 | $4K | Buy |
8
+1
| +14% | +$500 | ﹤0.01% | 4022 |
|
|
2024
Q1 | $3K | Buy |
+7
| New | +$3K | ﹤0.01% | 3911 |
|
|
2023
Q3 | – | Sell |
-98
| Closed | -$41K | – | 4601 |
|
|
2023
Q2 | $41K | Hold |
98
| – | – | ﹤0.01% | 2125 |
|
|
2023
Q1 | $24K | Hold |
98
| – | – | ﹤0.01% | 2385 |
|
|
2022
Q4 | $28K | Hold |
98
| – | – | ﹤0.01% | 2136 |
|
|
2022
Q3 | $17K | Hold |
98
| – | – | ﹤0.01% | 2351 |
|
|
2022
Q2 | $20K | Hold |
98
| – | – | ﹤0.01% | 2133 |
|
|
2022
Q1 | $21K | Hold |
98
| – | – | ﹤0.01% | 2070 |
|
|
2021
Q4 | $21K | Buy |
+98
| New | +$21K | ﹤0.01% | 1975 |
|
|
2021
Q2 | $22K | Hold |
98
| – | – | ﹤0.01% | 1761 |
|
|
2021
Q1 | $22K | Hold |
98
| – | – | ﹤0.01% | 1761 |
|
|
2020
Q4 | $22K | Hold |
98
| – | – | ﹤0.01% | 1761 |
|
|
2020
Q3 | $22K | Hold |
98
| – | – | ﹤0.01% | 1761 |
|
|
2020
Q2 | $22K | Hold |
98
| – | – | ﹤0.01% | 1761 |
|
|
2020
Q1 | $22K | Hold |
98
| – | – | ﹤0.01% | 1761 |
|
|
2019
Q4 | $22K | Hold |
98
| – | – | ﹤0.01% | 1761 |
|
|
2019
Q3 | $22K | Hold |
98
| – | – | ﹤0.01% | 1761 |
|
|
2019
Q2 | $22K | Hold |
98
| – | – | ﹤0.01% | 1761 |
|
|
2019
Q1 | $22K | Buy |
+98
| New | +$22K | ﹤0.01% | 1761 |
|