Carson Wealth (CWM LLC)’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76K | Buy |
1,861
+736
| +65% | +$30.1K | ﹤0.01% | 2942 |
|
|
2025
Q1 | $44K | Hold |
1,125
| – | – | ﹤0.01% | 3082 |
|
|
2024
Q4 | $44K | Buy |
1,125
+573
| +104% | +$22.4K | ﹤0.01% | 2897 |
|
|
2024
Q3 | $25K | Hold |
552
| – | – | ﹤0.01% | 3226 |
|
|
2024
Q2 | $23K | Hold |
552
| – | – | ﹤0.01% | 3029 |
|
|
2024
Q1 | $28K | Hold |
552
| – | – | ﹤0.01% | 2681 |
|
|
2023
Q4 | $34K | Sell |
552
-566
| -51% | -$34.9K | ﹤0.01% | 2418 |
|
|
2023
Q3 | $74K | Buy |
1,118
+16
| +1% | +$1.06K | ﹤0.01% | 1826 |
|
|
2023
Q2 | $92K | Sell |
1,102
-313
| -22% | -$26.1K | ﹤0.01% | 1608 |
|
|
2023
Q1 | $115K | Buy |
1,415
+863
| +156% | +$70.1K | ﹤0.01% | 1424 |
|
|
2022
Q4 | $42K | Hold |
552
| – | – | ﹤0.01% | 1844 |
|
|
2022
Q3 | $46K | Hold |
552
| – | – | ﹤0.01% | 1698 |
|
|
2022
Q2 | $48K | Sell |
552
-67
| -11% | -$5.83K | ﹤0.01% | 1650 |
|
|
2022
Q1 | $73K | Buy |
619
+67
| +12% | +$7.9K | ﹤0.01% | 1449 |
|
|
2021
Q4 | $62K | Buy |
+552
| New | +$62K | ﹤0.01% | 1486 |
|
|
2021
Q2 | $47K | Hold |
552
| – | – | ﹤0.01% | 1423 |
|
|
2021
Q1 | $47K | Hold |
552
| – | – | ﹤0.01% | 1423 |
|
|
2020
Q4 | $47K | Hold |
552
| – | – | ﹤0.01% | 1423 |
|
|
2020
Q3 | $47K | Hold |
552
| – | – | ﹤0.01% | 1423 |
|
|
2020
Q2 | $47K | Buy |
552
+368
| +200% | +$31.3K | ﹤0.01% | 1423 |
|
|
2020
Q1 | $47K | Hold |
184
| – | – | ﹤0.01% | 1423 |
|
|
2019
Q4 | $47K | Hold |
184
| – | – | ﹤0.01% | 1423 |
|
|
2019
Q3 | $47K | Hold |
184
| – | – | ﹤0.01% | 1423 |
|
|
2019
Q2 | $47K | Hold |
184
| – | – | ﹤0.01% | 1423 |
|
|
2019
Q1 | $47K | Buy |
+184
| New | +$47K | ﹤0.01% | 1423 |
|