Carson Wealth (CWM LLC)’s Southern Copper SCCO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $444K | Sell |
4,437
-264
| -6% | -$26.4K | ﹤0.01% | 1645 |
|
2025
Q1 | $431K | Buy |
4,701
+164
| +4% | +$15K | ﹤0.01% | 1511 |
|
2024
Q4 | $402K | Buy |
4,537
+27
| +0.6% | +$2.39K | ﹤0.01% | 1469 |
|
2024
Q3 | $505K | Sell |
4,510
-142
| -3% | -$15.9K | ﹤0.01% | 1311 |
|
2024
Q2 | $482K | Sell |
4,652
-344
| -7% | -$35.6K | ﹤0.01% | 1208 |
|
2024
Q1 | $507K | Buy |
4,996
+450
| +10% | +$45.7K | ﹤0.01% | 1135 |
|
2023
Q4 | $373K | Buy |
4,546
+144
| +3% | +$11.8K | ﹤0.01% | 1171 |
|
2023
Q3 | $316K | Buy |
4,402
+131
| +3% | +$9.4K | ﹤0.01% | 1137 |
|
2023
Q2 | $292K | Sell |
4,271
-4,143
| -49% | -$283K | ﹤0.01% | 1114 |
|
2023
Q1 | $611K | Buy |
8,414
+4,555
| +118% | +$331K | ﹤0.01% | 825 |
|
2022
Q4 | $222K | Buy |
3,859
+573
| +17% | +$33K | ﹤0.01% | 1059 |
|
2022
Q3 | $140K | Buy |
3,286
+116
| +4% | +$4.94K | ﹤0.01% | 1187 |
|
2022
Q2 | $150K | Buy |
3,170
+1,894
| +148% | +$89.6K | ﹤0.01% | 1157 |
|
2022
Q1 | $92K | Sell |
1,276
-1,033
| -45% | -$74.5K | ﹤0.01% | 1353 |
|
2021
Q4 | $136K | Buy |
+2,309
| New | +$136K | ﹤0.01% | 1182 |
|
2021
Q2 | $123K | Hold |
2,008
| – | – | ﹤0.01% | 1061 |
|
2021
Q1 | $123K | Hold |
2,008
| – | – | ﹤0.01% | 1061 |
|
2020
Q4 | $123K | Hold |
2,008
| – | – | ﹤0.01% | 1061 |
|
2020
Q3 | $123K | Hold |
2,008
| – | – | ﹤0.01% | 1061 |
|
2020
Q2 | $123K | Hold |
2,008
| – | – | ﹤0.01% | 1061 |
|
2020
Q1 | $123K | Hold |
2,008
| – | – | ﹤0.01% | 1061 |
|
2019
Q4 | $123K | Hold |
2,008
| – | – | ﹤0.01% | 1061 |
|
2019
Q3 | $123K | Hold |
2,008
| – | – | ﹤0.01% | 1061 |
|
2019
Q2 | $123K | Hold |
2,008
| – | – | ﹤0.01% | 1061 |
|
2019
Q1 | $123K | Buy |
2,008
+1,989
| +10,468% | +$122K | ﹤0.01% | 1061 |
|
2018
Q4 | $1K | Sell |
19
-1
| -5% | -$53 | ﹤0.01% | 1974 |
|
2018
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1736 |
|
2017
Q3 | – | Sell |
-16
| Closed | -$1K | – | 1553 |
|
2017
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1131 |
|
2017
Q1 | – | Sell |
-69
| Closed | -$2K | – | 1301 |
|
2016
Q4 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 998 |
|