Carson Wealth (CWM LLC)’s Xencor XNCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69K | Buy |
8,736
+5,364
| +159% | +$42.4K | ﹤0.01% | 3019 |
|
|
2025
Q1 | $36K | Buy |
3,372
+2,231
| +196% | +$23.8K | ﹤0.01% | 3247 |
|
|
2024
Q4 | $26K | Buy |
1,141
+124
| +12% | +$2.83K | ﹤0.01% | 3269 |
|
|
2024
Q3 | $20K | Sell |
1,017
-654
| -39% | -$12.9K | ﹤0.01% | 3372 |
|
|
2024
Q2 | $32K | Buy |
1,671
+145
| +10% | +$2.78K | ﹤0.01% | 2795 |
|
|
2024
Q1 | $34K | Buy |
1,526
+149
| +11% | +$3.32K | ﹤0.01% | 2562 |
|
|
2023
Q4 | $29K | Buy |
1,377
+1,147
| +499% | +$24.2K | ﹤0.01% | 2544 |
|
|
2023
Q3 | $5K | Sell |
230
-1,210
| -84% | -$26.3K | ﹤0.01% | 3509 |
|
|
2023
Q2 | $36K | Buy |
1,440
+527
| +58% | +$13.2K | ﹤0.01% | 2238 |
|
|
2023
Q1 | $25K | Buy |
913
+176
| +24% | +$4.82K | ﹤0.01% | 2356 |
|
|
2022
Q4 | $19K | Buy |
737
+25
| +4% | +$645 | ﹤0.01% | 2424 |
|
|
2022
Q3 | $18K | Buy |
712
+191
| +37% | +$4.83K | ﹤0.01% | 2310 |
|
|
2022
Q2 | $14K | Buy |
521
+257
| +97% | +$6.91K | ﹤0.01% | 2390 |
|
|
2022
Q1 | $7K | Sell |
264
-276
| -51% | -$7.32K | ﹤0.01% | 2701 |
|
|
2021
Q4 | $22K | Buy |
+540
| New | +$22K | ﹤0.01% | 1952 |
|