Carson Wealth (CWM LLC)’s Sprott SII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Hold |
2,445
| – | – | ﹤0.01% | 2320 |
|
|
2025
Q1 | $110K | Hold |
2,445
| – | – | ﹤0.01% | 2361 |
|
|
2024
Q4 | $103K | Hold |
2,445
| – | – | ﹤0.01% | 2268 |
|
|
2024
Q3 | $106K | Hold |
2,445
| – | – | ﹤0.01% | 2165 |
|
|
2024
Q2 | $101K | Hold |
2,445
| – | – | ﹤0.01% | 1973 |
|
|
2024
Q1 | $90K | Sell |
2,445
-200
| -8% | -$7.36K | ﹤0.01% | 1942 |
|
|
2023
Q4 | $90K | Buy |
2,645
+30
| +1% | +$1.02K | ﹤0.01% | 1823 |
|
|
2023
Q3 | $80K | Buy |
2,615
+1,647
| +170% | +$50.4K | ﹤0.01% | 1769 |
|
|
2023
Q2 | $31K | Hold |
968
| – | – | ﹤0.01% | 2347 |
|
|
2023
Q1 | $35K | Buy |
+968
| New | +$35K | ﹤0.01% | 2116 |
|