Carson Wealth (CWM LLC)’s Sprott Gold Miners ETF SGDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49K | Hold |
1,076
| – | – | ﹤0.01% | 3303 |
|
|
2025
Q1 | $41K | Hold |
1,076
| – | – | ﹤0.01% | 3144 |
|
|
2024
Q4 | $30K | Sell |
1,076
-115
| -10% | -$3.21K | ﹤0.01% | 3178 |
|
|
2024
Q3 | $37K | Buy |
1,191
+107
| +10% | +$3.32K | ﹤0.01% | 2933 |
|
|
2024
Q2 | $29K | Buy |
1,084
+122
| +13% | +$3.26K | ﹤0.01% | 2871 |
|
|
2024
Q1 | $24K | Sell |
962
-127
| -12% | -$3.17K | ﹤0.01% | 2782 |
|
|
2023
Q4 | $27K | Buy |
1,089
+9
| +0.8% | +$223 | ﹤0.01% | 2577 |
|
|
2023
Q3 | $25K | Buy |
1,080
+127
| +13% | +$2.94K | ﹤0.01% | 2540 |
|
|
2023
Q2 | $25K | Buy |
953
+653
| +218% | +$17.1K | ﹤0.01% | 2489 |
|
|
2023
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 3097 |
|
|
2022
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 3026 |
|
|
2022
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 3001 |
|
|
2022
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 2821 |
|
|
2022
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 2490 |
|
|
2021
Q4 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 2491 |
|
|
2021
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 2201 |
|
|
2021
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 2201 |
|
|
2020
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 2201 |
|
|
2020
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 2201 |
|
|
2020
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 2201 |
|
|
2020
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 2201 |
|
|
2019
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 2201 |
|
|
2019
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 2201 |
|
|
2019
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 2201 |
|
|
2019
Q1 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 2201 |
|