Carson Wealth (CWM LLC)’s Vale VALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Sell |
2,821
-412
| -13% | -$3.94K | ﹤0.01% | 3719 |
|
|
2025
Q1 | $32K | Buy |
3,233
+815
| +34% | +$8.07K | ﹤0.01% | 3345 |
|
|
2024
Q4 | $21K | Sell |
2,418
-13,448
| -85% | -$117K | ﹤0.01% | 3413 |
|
|
2024
Q3 | $185K | Buy |
15,866
+4,440
| +39% | +$51.8K | ﹤0.01% | 1796 |
|
|
2024
Q2 | $128K | Sell |
11,426
-5,326
| -32% | -$59.7K | ﹤0.01% | 1828 |
|
|
2024
Q1 | $204K | Buy |
16,752
+13,053
| +353% | +$159K | ﹤0.01% | 1514 |
|
|
2023
Q4 | $59K | Sell |
3,699
-6
| -0.2% | -$96 | ﹤0.01% | 2072 |
|
|
2023
Q3 | $50K | Buy |
3,705
+270
| +8% | +$3.64K | ﹤0.01% | 2069 |
|
|
2023
Q2 | $46K | Sell |
3,435
-1,634
| -32% | -$21.9K | ﹤0.01% | 2062 |
|
|
2023
Q1 | $80K | Buy |
5,069
+938
| +23% | +$14.8K | ﹤0.01% | 1606 |
|
|
2022
Q4 | $70K | Buy |
4,131
+1,710
| +71% | +$29K | ﹤0.01% | 1545 |
|
|
2022
Q3 | $32K | Buy |
2,421
+670
| +38% | +$8.86K | ﹤0.01% | 1920 |
|
|
2022
Q2 | $26K | Sell |
1,751
-13,811
| -89% | -$205K | ﹤0.01% | 1971 |
|
|
2022
Q1 | $311K | Buy |
15,562
+4,823
| +45% | +$96.4K | ﹤0.01% | 870 |
|
|
2021
Q4 | $151K | Buy |
+10,739
| New | +$151K | ﹤0.01% | 1138 |
|
|
2021
Q2 | $291K | Hold |
12,737
| – | – | ﹤0.01% | 789 |
|
|
2021
Q1 | $291K | Hold |
12,737
| – | – | ﹤0.01% | 789 |
|
|
2020
Q4 | $291K | Hold |
12,737
| – | – | ﹤0.01% | 789 |
|
|
2020
Q3 | $291K | Hold |
12,737
| – | – | ﹤0.01% | 789 |
|
|
2020
Q2 | $291K | Hold |
12,737
| – | – | ﹤0.01% | 789 |
|
|
2020
Q1 | $291K | Hold |
12,737
| – | – | ﹤0.01% | 789 |
|
|
2019
Q4 | $291K | Hold |
12,737
| – | – | ﹤0.01% | 789 |
|
|
2019
Q3 | $291K | Hold |
12,737
| – | – | ﹤0.01% | 789 |
|
|
2019
Q2 | $291K | Hold |
12,737
| – | – | ﹤0.01% | 789 |
|
|
2019
Q1 | $291K | Buy |
12,737
+12,395
| +3,624% | +$283K | ﹤0.01% | 789 |
|
|
2018
Q4 | $5K | Hold |
342
| – | – | ﹤0.01% | 1542 |
|
|
2018
Q3 | $5K | Sell |
342
-65
| -16% | -$950 | ﹤0.01% | 1358 |
|
|
2018
Q2 | $5K | Buy |
407
+72
| +21% | +$885 | ﹤0.01% | 1208 |
|
|
2018
Q1 | $4K | Buy |
335
+6
| +2% | +$72 | ﹤0.01% | 1069 |
|
|
2017
Q4 | $4K | Hold |
329
| – | – | ﹤0.01% | 1161 |
|
|
2017
Q3 | $3K | Hold |
329
| – | – | ﹤0.01% | 1230 |
|
|
2017
Q2 | $3K | Hold |
329
| – | – | ﹤0.01% | 975 |
|
|
2017
Q1 | $3K | Sell |
329
-1
| -0.3% | -$9 | ﹤0.01% | 953 |
|
|
2016
Q4 | $3K | Buy |
330
+2
| +0.6% | +$18 | ﹤0.01% | 939 |
|
|
2016
Q3 | $2K | Hold |
328
| – | – | ﹤0.01% | 926 |
|
|
2016
Q2 | $2K | Hold |
328
| – | – | ﹤0.01% | 718 |
|
|
2016
Q1 | $1K | Hold |
328
| – | – | ﹤0.01% | 721 |
|
|
2015
Q4 | $1K | Buy |
328
+7
| +2% | +$21 | ﹤0.01% | 661 |
|
|
2015
Q3 | $1K | Buy |
+321
| New | +$1K | ﹤0.01% | 615 |
|