Carson Wealth (CWM LLC)’s PolyMet Mining Corp. PLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-622
| Closed | -$1K | – | 4679 |
|
|
2023
Q3 | $1K | Hold |
622
| – | – | ﹤0.01% | 4139 |
|
|
2023
Q2 | $0 | Hold |
622
| – | – | ﹤0.01% | 4613 |
|
|
2023
Q1 | $1K | Buy |
+622
| New | +$1.55K | ﹤0.01% | 4002 |
|
|
2022
Q1 | – | Sell |
-150
| Closed | – | – | 4059 |
|
|
2021
Q4 | $0 | Buy |
+150
| New | +$457 | ﹤0.01% | 3723 |
|
|
2021
Q2 | $1K | Hold |
150
| – | – | ﹤0.01% | 2915 |
|
|
2021
Q1 | $1K | Hold |
150
| – | – | ﹤0.01% | 2914 |
|
|
2020
Q4 | $1K | Hold |
150
| – | – | ﹤0.01% | 2912 |
|
|
2020
Q3 | $1K | Buy |
150
+135
| +900% | +$556 | ﹤0.01% | 2903 |
|
|
2020
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 2901 |
|
|
2020
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 2898 |
|
|
2019
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 2897 |
|
|
2019
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 2896 |
|
|
2019
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 2896 |
|
|
2019
Q1 | $1K | Sell |
15
-135
| -90% | -$985 | ﹤0.01% | 2892 |
|
|
2018
Q4 | $1K | Buy |
+150
| New | +$1.31K | ﹤0.01% | 2068 |
|
Other funds holding PLM
Carson Wealth (CWM LLC)'s PLM Position: Q4 2023 in Review
Carson Wealth (CWM LLC) sold out of PolyMet Mining Corp. (PLM) in Q4 2023, closing a stake of 622 shares — an estimated $1K sold.
Carson Wealth (CWM LLC) first reported a position in PLM in Q4 2018 and held it in 15 quarters. The position peaked at $1K in Q3 2023. 1 fund tracked by Wall St. Rank holds PLM as of Q4 2023.
- Carson Wealth (CWM LLC) reported no remaining PolyMet Mining Corp. position as of Q4 2023 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 622 PolyMet Mining Corp. shares in Q4 2023, an estimated $1K.
- Carson Wealth (CWM LLC) first reported a position in PolyMet Mining Corp. in Q4 2018 and held it in 15 quarters.
- Carson Wealth (CWM LLC)'s PolyMet Mining Corp. position peaked at $1K in Q3 2023.
- 1 fund tracked by Wall St. Rank held PolyMet Mining Corp. as of Q4 2023.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.