Carson Wealth (CWM LLC)’s Arteris AIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98K | Buy |
10,256
+43
| +0.4% | +$411 | ﹤0.01% | 2736 |
|
|
2025
Q1 | $71K | Buy |
10,213
+10,005
| +4,810% | +$69.6K | ﹤0.01% | 2691 |
|
|
2024
Q4 | $2K | Buy |
208
+43
| +26% | +$413 | ﹤0.01% | 4488 |
|
|
2024
Q3 | $1K | Buy |
165
+50
| +43% | +$303 | ﹤0.01% | 4496 |
|
|
2024
Q2 | $1K | Hold |
115
| – | – | ﹤0.01% | 4292 |
|
|
2024
Q1 | $1K | Sell |
115
-17
| -13% | -$148 | ﹤0.01% | 4057 |
|
|
2023
Q4 | $1K | Hold |
132
| – | – | ﹤0.01% | 3880 |
|
|
2023
Q3 | $1K | Hold |
132
| – | – | ﹤0.01% | 3904 |
|
|
2023
Q2 | $1K | Hold |
132
| – | – | ﹤0.01% | 3884 |
|
|
2023
Q1 | $1K | Hold |
132
| – | – | ﹤0.01% | 3753 |
|
|
2022
Q4 | $1K | Buy |
+132
| New | +$1K | ﹤0.01% | 3671 |
|