Carson Wealth (CWM LLC)’s TOP Ships TOPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1
| Closed | – | – | 4509 |
|
|
2023
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 4520 |
|
|
2023
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 4445 |
|
|
2023
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 4332 |
|
|
2022
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 4239 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 4163 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 4074 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 3850 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3625 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2966 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 2966 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 2966 |
|
|
2020
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2966 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2966 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2966 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2966 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2966 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2966 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3235 |
|