Carson Wealth (CWM LLC)’s Alector ALEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Sell |
25,897
-7,746
| -23% | -$10.8K | ﹤0.01% | 3499 |
|
|
2025
Q1 | $41K | Buy |
33,643
+26,495
| +371% | +$32.3K | ﹤0.01% | 3130 |
|
|
2024
Q4 | $14K | Buy |
7,148
+3,304
| +86% | +$6.47K | ﹤0.01% | 3655 |
|
|
2024
Q3 | $18K | Buy |
3,844
+3,410
| +786% | +$16K | ﹤0.01% | 3410 |
|
|
2024
Q2 | $2K | Sell |
434
-297
| -41% | -$1.37K | ﹤0.01% | 4151 |
|
|
2024
Q1 | $4K | Buy |
731
+631
| +631% | +$3.45K | ﹤0.01% | 3719 |
|
|
2023
Q4 | $1K | Sell |
100
-163
| -62% | -$1.63K | ﹤0.01% | 3882 |
|
|
2023
Q3 | $2K | Buy |
263
+108
| +70% | +$821 | ﹤0.01% | 3743 |
|
|
2023
Q2 | $1K | Buy |
155
+55
| +55% | +$355 | ﹤0.01% | 3886 |
|
|
2023
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 3755 |
|
|
2022
Q4 | $1K | Sell |
100
-400
| -80% | -$4K | ﹤0.01% | 3673 |
|
|
2022
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 3029 |
|
|
2022
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 2936 |
|
|
2022
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 2659 |
|
|
2021
Q4 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 2328 |
|
|
2021
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 2081 |
|
|
2021
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 2081 |
|
|
2020
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 2081 |
|
|
2020
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 2081 |
|
|
2020
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 2081 |
|
|
2020
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 2081 |
|
|
2019
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 2081 |
|
|
2019
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 2081 |
|
|
2019
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 2081 |
|
|
2019
Q1 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 2081 |
|