Carson Wealth (CWM LLC)’s Trilogy Metals TMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Hold |
75
| – | – | ﹤0.01% | 5301 |
|
|
2025
Q1 | $0 | Hold |
75
| – | – | ﹤0.01% | 5200 |
|
|
2024
Q4 | $0 | Hold |
75
| – | – | ﹤0.01% | 5165 |
|
|
2024
Q3 | $0 | Hold |
75
| – | – | ﹤0.01% | 5147 |
|
|
2024
Q2 | $0 | Hold |
75
| – | – | ﹤0.01% | 4939 |
|
|
2024
Q1 | $0 | Hold |
75
| – | – | ﹤0.01% | 4738 |
|
|
2023
Q4 | $0 | Sell |
75
-75
| -50% | – | ﹤0.01% | 4507 |
|
|
2023
Q3 | $0 | Hold |
150
| – | – | ﹤0.01% | 4518 |
|
|
2023
Q2 | $0 | Hold |
150
| – | – | ﹤0.01% | 4442 |
|
|
2023
Q1 | $0 | Hold |
150
| – | – | ﹤0.01% | 4330 |
|
|
2022
Q4 | $0 | Hold |
150
| – | – | ﹤0.01% | 4238 |
|
|
2022
Q3 | $0 | Hold |
150
| – | – | ﹤0.01% | 4162 |
|
|
2022
Q2 | $0 | Hold |
150
| – | – | ﹤0.01% | 4071 |
|
|
2022
Q1 | $0 | Sell |
150
-900
| -86% | – | ﹤0.01% | 3847 |
|
|
2021
Q4 | $2K | Buy |
+1,050
| New | +$2K | ﹤0.01% | 3171 |
|
|
2021
Q2 | $3K | Hold |
1,050
| – | – | ﹤0.01% | 2541 |
|
|
2021
Q1 | $3K | Hold |
1,050
| – | – | ﹤0.01% | 2541 |
|
|
2020
Q4 | $3K | Hold |
1,050
| – | – | ﹤0.01% | 2541 |
|
|
2020
Q3 | $3K | Hold |
1,050
| – | – | ﹤0.01% | 2541 |
|
|
2020
Q2 | $3K | Hold |
1,050
| – | – | ﹤0.01% | 2541 |
|
|
2020
Q1 | $3K | Hold |
1,050
| – | – | ﹤0.01% | 2541 |
|
|
2019
Q4 | $3K | Hold |
1,050
| – | – | ﹤0.01% | 2541 |
|
|
2019
Q3 | $3K | Hold |
1,050
| – | – | ﹤0.01% | 2541 |
|
|
2019
Q2 | $3K | Hold |
1,050
| – | – | ﹤0.01% | 2541 |
|
|
2019
Q1 | $3K | Buy |
1,050
+1,046
| +26,150% | +$2.99K | ﹤0.01% | 2541 |
|
|
2018
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2234 |
|