Carson Wealth (CWM LLC)’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49K | Buy |
1,310
+94
| +8% | +$3.52K | ﹤0.01% | 3298 |
|
|
2025
Q1 | $44K | Buy |
1,216
+94
| +8% | +$3.4K | ﹤0.01% | 3081 |
|
|
2024
Q4 | $39K | Buy |
1,122
+6
| +0.5% | +$209 | ﹤0.01% | 2975 |
|
|
2024
Q3 | $48K | Sell |
1,116
-94
| -8% | -$4.04K | ﹤0.01% | 2721 |
|
|
2024
Q2 | $49K | Sell |
1,210
-147
| -11% | -$5.95K | ﹤0.01% | 2490 |
|
|
2024
Q1 | $57K | Buy |
1,357
+112
| +9% | +$4.7K | ﹤0.01% | 2215 |
|
|
2023
Q4 | $54K | Sell |
1,245
-431
| -26% | -$18.7K | ﹤0.01% | 2127 |
|
|
2023
Q3 | $67K | Buy |
1,676
+476
| +40% | +$19K | ﹤0.01% | 1891 |
|
|
2023
Q2 | $49K | Buy |
1,200
+403
| +51% | +$16.5K | ﹤0.01% | 2007 |
|
|
2023
Q1 | $34K | Buy |
797
+112
| +16% | +$4.78K | ﹤0.01% | 2129 |
|
|
2022
Q4 | $28K | Hold |
685
| – | – | ﹤0.01% | 2130 |
|
|
2022
Q3 | $23K | Buy |
685
+250
| +57% | +$8.39K | ﹤0.01% | 2141 |
|
|
2022
Q2 | $15K | Sell |
435
-586
| -57% | -$20.2K | ﹤0.01% | 2321 |
|
|
2022
Q1 | $52K | Buy |
1,021
+586
| +135% | +$29.8K | ﹤0.01% | 1592 |
|
|
2021
Q4 | $19K | Buy |
+435
| New | +$19K | ﹤0.01% | 2024 |
|
|
2021
Q2 | $20K | Hold |
449
| – | – | ﹤0.01% | 1794 |
|
|
2021
Q1 | $20K | Hold |
449
| – | – | ﹤0.01% | 1794 |
|
|
2020
Q4 | $20K | Hold |
449
| – | – | ﹤0.01% | 1794 |
|
|
2020
Q3 | $20K | Hold |
449
| – | – | ﹤0.01% | 1794 |
|
|
2020
Q2 | $20K | Hold |
449
| – | – | ﹤0.01% | 1794 |
|
|
2020
Q1 | $20K | Hold |
449
| – | – | ﹤0.01% | 1794 |
|
|
2019
Q4 | $20K | Hold |
449
| – | – | ﹤0.01% | 1794 |
|
|
2019
Q3 | $20K | Hold |
449
| – | – | ﹤0.01% | 1794 |
|
|
2019
Q2 | $20K | Hold |
449
| – | – | ﹤0.01% | 1794 |
|
|
2019
Q1 | $20K | Buy |
+449
| New | +$20K | ﹤0.01% | 1794 |
|