Carson Wealth (CWM LLC)’s SunCoke Energy SXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $117K | Sell |
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|
2025
Q2 | $171K | Buy |
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|
2025
Q1 | $51K | Buy |
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|
2024
Q4 | $23K | Buy |
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|
2024
Q3 | $8K | Sell |
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|
2024
Q2 | $13K | Sell |
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|
2024
Q1 | $22K | Sell |
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|
2023
Q4 | $43K | Sell |
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|
2023
Q3 | $41K | Sell |
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|
2023
Q2 | $32K | Hold |
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|
2023
Q1 | $37K | Buy |
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|
2022
Q4 | $35K | Buy |
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|
2022
Q3 | $23K | Buy |
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|
2022
Q2 | $27K | Sell |
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|
2022
Q1 | $62K | Buy |
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|
2021
Q4 | $6K | Buy |
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