Carson Wealth (CWM LLC)’s Ovintiv OVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$781K Sell
20,520
-70,031
-77% -$2.67M ﹤0.01% 1387
2025
Q1
$3.88M Buy
90,551
+32,354
+56% +$1.38M 0.02% 599
2024
Q4
$2.36M Buy
58,197
+44,666
+330% +$1.81M 0.01% 723
2024
Q3
$518K Buy
13,531
+769
+6% +$29.4K ﹤0.01% 1300
2024
Q2
$598K Buy
12,762
+7,587
+147% +$356K ﹤0.01% 1119
2024
Q1
$269K Buy
5,175
+2,102
+68% +$109K ﹤0.01% 1381
2023
Q4
$135K Sell
3,073
-137
-4% -$6.02K ﹤0.01% 1596
2023
Q3
$153K Sell
3,210
-77
-2% -$3.67K ﹤0.01% 1416
2023
Q2
$125K Buy
3,287
+1,473
+81% +$56K ﹤0.01% 1454
2023
Q1
$65K Buy
1,814
+71
+4% +$2.54K ﹤0.01% 1730
2022
Q4
$88K Buy
1,743
+325
+23% +$16.4K ﹤0.01% 1433
2022
Q3
$65K Sell
1,418
-42
-3% -$1.93K ﹤0.01% 1543
2022
Q2
$65K Buy
1,460
+244
+20% +$10.9K ﹤0.01% 1503
2022
Q1
$66K Buy
1,216
+826
+212% +$44.8K ﹤0.01% 1480
2021
Q4
$13K Buy
+390
New +$13K ﹤0.01% 2208
2021
Q2
$10K Hold
322
﹤0.01% 2105
2021
Q1
$10K Hold
322
﹤0.01% 2105
2020
Q4
$10K Hold
322
﹤0.01% 2105
2020
Q3
$10K Hold
322
﹤0.01% 2105
2020
Q2
$10K Hold
322
﹤0.01% 2105
2020
Q1
$10K Buy
322
+258
+403% +$8.01K ﹤0.01% 2105
2019
Q4
$10K Hold
64
﹤0.01% 2105
2019
Q3
$10K Hold
64
﹤0.01% 2105
2019
Q2
$10K Hold
64
﹤0.01% 2105
2019
Q1
$10K Sell
64
-140
-69% -$21.9K ﹤0.01% 2105
2018
Q4
$6K Buy
204
+196
+2,450% +$5.77K ﹤0.01% 1480
2018
Q3
$0 Hold
8
﹤0.01% 1942
2018
Q2
$0 Sell
8
-305
-97% ﹤0.01% 1745
2018
Q1
$17K Sell
313
-8
-2% -$435 ﹤0.01% 735
2017
Q4
$21K Hold
321
﹤0.01% 686
2017
Q3
$19K Buy
321
+15
+5% +$888 ﹤0.01% 715
2017
Q2
$13K Buy
+306
New +$13K ﹤0.01% 727