Carson Wealth (CWM LLC)’s Enact Holdings ACT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $534K | Buy |
14,371
+160
| +1% | +$5.95K | ﹤0.01% | 1558 |
|
2025
Q1 | $494K | Buy |
14,211
+6,983
| +97% | +$243K | ﹤0.01% | 1443 |
|
2024
Q4 | $234K | Sell |
7,228
-364
| -5% | -$11.8K | ﹤0.01% | 1722 |
|
2024
Q3 | $276K | Buy |
7,592
+1,416
| +23% | +$51.5K | ﹤0.01% | 1589 |
|
2024
Q2 | $189K | Buy |
6,176
+3,949
| +177% | +$121K | ﹤0.01% | 1615 |
|
2024
Q1 | $69K | Buy |
2,227
+2,206
| +10,505% | +$68.3K | ﹤0.01% | 2092 |
|
2023
Q4 | $1K | Buy |
21
+1
| +5% | +$48 | ﹤0.01% | 3876 |
|
2023
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 3898 |
|
2023
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 3878 |
|