Carson Wealth (CWM LLC)’s Vista Gold VGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,316
| Closed | -$16K | – | 5318 |
|
|
2025
Q1 | $16K | Hold |
19,316
| – | – | ﹤0.01% | 3850 |
|
|
2024
Q4 | $11K | Hold |
19,316
| – | – | ﹤0.01% | 3830 |
|
|
2024
Q3 | $15K | Hold |
19,316
| – | – | ﹤0.01% | 3562 |
|
|
2024
Q2 | $9K | Hold |
19,316
| – | – | ﹤0.01% | 3635 |
|
|
2024
Q1 | $11K | Hold |
19,316
| – | – | ﹤0.01% | 3302 |
|
|
2023
Q4 | $9K | Hold |
19,316
| – | – | ﹤0.01% | 3257 |
|
|
2023
Q3 | $8K | Hold |
19,316
| – | – | ﹤0.01% | 3272 |
|
|
2023
Q2 | $10K | Hold |
19,316
| – | – | ﹤0.01% | 3104 |
|
|
2023
Q1 | $12K | Hold |
19,316
| – | – | ﹤0.01% | 2866 |
|
|
2022
Q4 | $10K | Sell |
19,316
-61,974
| -76% | -$32.1K | ﹤0.01% | 2816 |
|
|
2022
Q3 | $43K | Hold |
81,290
| – | – | ﹤0.01% | 1735 |
|
|
2022
Q2 | $55K | Hold |
81,290
| – | – | ﹤0.01% | 1593 |
|
|
2022
Q1 | $85K | Hold |
81,290
| – | – | ﹤0.01% | 1392 |
|
|
2021
Q4 | $58K | Buy |
+81,290
| New | +$58K | ﹤0.01% | 1517 |
|
|
2021
Q2 | $100K | Hold |
81,290
| – | – | ﹤0.01% | 1140 |
|
|
2021
Q1 | $100K | Hold |
81,290
| – | – | ﹤0.01% | 1140 |
|
|
2020
Q4 | $100K | Hold |
81,290
| – | – | ﹤0.01% | 1140 |
|
|
2020
Q3 | $100K | Hold |
81,290
| – | – | ﹤0.01% | 1140 |
|
|
2020
Q2 | $100K | Hold |
81,290
| – | – | ﹤0.01% | 1140 |
|
|
2020
Q1 | $100K | Hold |
81,290
| – | – | ﹤0.01% | 1140 |
|
|
2019
Q4 | $100K | Hold |
81,290
| – | – | ﹤0.01% | 1140 |
|
|
2019
Q3 | $100K | Hold |
81,290
| – | – | ﹤0.01% | 1140 |
|
|
2019
Q2 | $100K | Hold |
81,290
| – | – | ﹤0.01% | 1140 |
|
|
2019
Q1 | $100K | Buy |
+81,290
| New | +$100K | ﹤0.01% | 1140 |
|