Carson Wealth (CWM LLC)’s US Commodity Index USCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Hold |
387
| – | – | ﹤0.01% | 3697 |
|
|
2025
Q1 | $28K | Hold |
387
| – | – | ﹤0.01% | 3451 |
|
|
2024
Q4 | $26K | Hold |
387
| – | – | ﹤0.01% | 3266 |
|
|
2024
Q3 | $24K | Sell |
387
-14
| -3% | -$868 | ﹤0.01% | 3253 |
|
|
2024
Q2 | $25K | Sell |
401
-85
| -17% | -$5.3K | ﹤0.01% | 2981 |
|
|
2024
Q1 | $30K | Sell |
486
-25
| -5% | -$1.54K | ﹤0.01% | 2645 |
|
|
2023
Q4 | $29K | Sell |
511
-2,294
| -82% | -$130K | ﹤0.01% | 2542 |
|
|
2023
Q3 | $166K | Buy |
2,805
+2,505
| +835% | +$148K | ﹤0.01% | 1385 |
|
|
2023
Q2 | $16K | Hold |
300
| – | – | ﹤0.01% | 2793 |
|
|
2023
Q1 | $16K | Hold |
300
| – | – | ﹤0.01% | 2669 |
|
|
2022
Q4 | $17K | Hold |
300
| – | – | ﹤0.01% | 2485 |
|
|
2022
Q3 | $15K | Buy |
+300
| New | +$15K | ﹤0.01% | 2434 |
|