Carson Wealth (CWM LLC)’s StoneX SNEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79K | Buy |
862
+54
| +7% | +$4.95K | ﹤0.01% | 2915 |
|
|
2025
Q1 | $62K | Buy |
808
+128
| +19% | +$9.82K | ﹤0.01% | 2796 |
|
|
2024
Q4 | $44K | Buy |
680
+99
| +17% | +$6.41K | ﹤0.01% | 2899 |
|
|
2024
Q3 | $32K | Buy |
581
+164
| +39% | +$9.03K | ﹤0.01% | 3056 |
|
|
2024
Q2 | $21K | Buy |
417
+73
| +21% | +$3.68K | ﹤0.01% | 3089 |
|
|
2024
Q1 | $16K | Buy |
344
+15
| +5% | +$698 | ﹤0.01% | 3055 |
|
|
2023
Q4 | $16K | Sell |
329
-31
| -9% | -$1.51K | ﹤0.01% | 2918 |
|
|
2023
Q3 | $16K | Hold |
360
| – | – | ﹤0.01% | 2847 |
|
|
2023
Q2 | $13K | Sell |
360
-95
| -21% | -$3.43K | ﹤0.01% | 2933 |
|
|
2023
Q1 | $21K | Sell |
455
-114
| -20% | -$5.26K | ﹤0.01% | 2480 |
|
|
2022
Q4 | $24K | Buy |
569
+279
| +96% | +$11.8K | ﹤0.01% | 2246 |
|
|
2022
Q3 | $11K | Buy |
290
+108
| +59% | +$4.1K | ﹤0.01% | 2641 |
|
|
2022
Q2 | $6K | Buy |
182
+36
| +25% | +$1.19K | ﹤0.01% | 2918 |
|
|
2022
Q1 | $5K | Hold |
146
| – | – | ﹤0.01% | 2863 |
|
|
2021
Q4 | $4K | Buy |
+146
| New | +$4K | ﹤0.01% | 2874 |
|