Carson Wealth (CWM LLC)’s Xencor XNCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $79K | Sell |
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|
2025
Q2 | $69K | Buy |
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|
2025
Q1 | $36K | Buy |
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|
2024
Q4 | $26K | Buy |
|
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|
2024
Q3 | $20K | Sell |
|
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|
2024
Q2 | $32K | Buy |
|
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|
2024
Q1 | $34K | Buy |
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|
2023
Q4 | $29K | Buy |
|
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|
2023
Q3 | $5K | Sell |
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|
2023
Q2 | $36K | Buy |
|
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|
2023
Q1 | $25K | Buy |
|
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|
2022
Q4 | $19K | Buy |
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|
2022
Q3 | $18K | Buy |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $7K | Sell |
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|
2021
Q4 | $22K | Buy |
|