Carson Wealth (CWM LLC)’s SunCoke Energy SXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Buy |
19,878
+14,356
| +260% | +$123K | ﹤0.01% | 2312 |
|
|
2025
Q1 | $51K | Buy |
5,522
+3,397
| +160% | +$31.4K | ﹤0.01% | 2978 |
|
|
2024
Q4 | $23K | Buy |
2,125
+1,161
| +120% | +$12.6K | ﹤0.01% | 3351 |
|
|
2024
Q3 | $8K | Sell |
964
-383
| -28% | -$3.18K | ﹤0.01% | 3905 |
|
|
2024
Q2 | $13K | Sell |
1,347
-648
| -32% | -$6.25K | ﹤0.01% | 3401 |
|
|
2024
Q1 | $22K | Sell |
1,995
-1,990
| -50% | -$21.9K | ﹤0.01% | 2842 |
|
|
2023
Q4 | $43K | Sell |
3,985
-16
| -0.4% | -$173 | ﹤0.01% | 2276 |
|
|
2023
Q3 | $41K | Sell |
4,001
-108
| -3% | -$1.11K | ﹤0.01% | 2187 |
|
|
2023
Q2 | $32K | Hold |
4,109
| – | – | ﹤0.01% | 2322 |
|
|
2023
Q1 | $37K | Buy |
4,109
+86
| +2% | +$774 | ﹤0.01% | 2079 |
|
|
2022
Q4 | $35K | Buy |
4,023
+21
| +0.5% | +$183 | ﹤0.01% | 1983 |
|
|
2022
Q3 | $23K | Buy |
4,002
+12
| +0.3% | +$69 | ﹤0.01% | 2145 |
|
|
2022
Q2 | $27K | Sell |
3,990
-2,956
| -43% | -$20K | ﹤0.01% | 1950 |
|
|
2022
Q1 | $62K | Buy |
6,946
+6,042
| +668% | +$53.9K | ﹤0.01% | 1513 |
|
|
2021
Q4 | $6K | Buy |
+904
| New | +$6K | ﹤0.01% | 2661 |
|