Carson Wealth (CWM LLC)’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Sell |
1
-75
| -99% | – | ﹤0.01% | 5255 |
|
|
2025
Q1 | $7K | Hold |
76
| – | – | ﹤0.01% | 4300 |
|
|
2024
Q4 | $6K | Hold |
76
| – | – | ﹤0.01% | 4142 |
|
|
2024
Q3 | $7K | Hold |
76
| – | – | ﹤0.01% | 3959 |
|
|
2024
Q2 | $7K | Buy |
76
+1
| +1% | +$92 | ﹤0.01% | 3728 |
|
|
2024
Q1 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 3596 |
|
|
2022
Q4 | – | Sell |
-78
| Closed | -$6K | – | 4172 |
|
|
2022
Q3 | $6K | Hold |
78
| – | – | ﹤0.01% | 2993 |
|
|
2022
Q2 | $6K | Hold |
78
| – | – | ﹤0.01% | 2906 |
|
|
2022
Q1 | $7K | Hold |
78
| – | – | ﹤0.01% | 2692 |
|
|
2021
Q4 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 2558 |
|
|
2021
Q2 | $11K | Hold |
112
| – | – | ﹤0.01% | 2066 |
|
|
2021
Q1 | $11K | Hold |
112
| – | – | ﹤0.01% | 2066 |
|
|
2020
Q4 | $11K | Hold |
112
| – | – | ﹤0.01% | 2066 |
|
|
2020
Q3 | $11K | Hold |
112
| – | – | ﹤0.01% | 2066 |
|
|
2020
Q2 | $11K | Hold |
112
| – | – | ﹤0.01% | 2066 |
|
|
2020
Q1 | $11K | Hold |
112
| – | – | ﹤0.01% | 2066 |
|
|
2019
Q4 | $11K | Hold |
112
| – | – | ﹤0.01% | 2066 |
|
|
2019
Q3 | $11K | Hold |
112
| – | – | ﹤0.01% | 2066 |
|
|
2019
Q2 | $11K | Hold |
112
| – | – | ﹤0.01% | 2066 |
|
|
2019
Q1 | $11K | Buy |
+112
| New | +$11K | ﹤0.01% | 2066 |
|
|
2018
Q4 | – | Sell |
-25
| Closed | -$2K | – | 2208 |
|
|
2018
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1547 |
|