Carson Wealth (CWM LLC)’s Alight ALIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $648K | Buy |
114,410
+109,306
| +2,142% | +$619K | ﹤0.01% | 1476 |
|
|
2025
Q1 | $30K | Buy |
5,104
+4,006
| +365% | +$23.5K | ﹤0.01% | 3372 |
|
|
2024
Q4 | $8K | Buy |
1,098
+755
| +220% | +$5.5K | ﹤0.01% | 3961 |
|
|
2024
Q3 | $3K | Sell |
343
-1,789
| -84% | -$15.6K | ﹤0.01% | 4234 |
|
|
2024
Q2 | $16K | Sell |
2,132
-1,144
| -35% | -$8.59K | ﹤0.01% | 3246 |
|
|
2024
Q1 | $32K | Buy |
3,276
+1,237
| +61% | +$12.1K | ﹤0.01% | 2589 |
|
|
2023
Q4 | $17K | Sell |
2,039
-74
| -4% | -$617 | ﹤0.01% | 2857 |
|
|
2023
Q3 | $15K | Sell |
2,113
-20
| -0.9% | -$142 | ﹤0.01% | 2858 |
|
|
2023
Q2 | $20K | Sell |
2,133
-78
| -4% | -$731 | ﹤0.01% | 2624 |
|
|
2023
Q1 | $20K | Buy |
2,211
+78
| +4% | +$706 | ﹤0.01% | 2492 |
|
|
2022
Q4 | $18K | Buy |
2,133
+94
| +5% | +$793 | ﹤0.01% | 2430 |
|
|
2022
Q3 | $15K | Hold |
2,039
| – | – | ﹤0.01% | 2405 |
|
|
2022
Q2 | $14K | Buy |
+2,039
| New | +$14K | ﹤0.01% | 2342 |
|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$22K | – | 3479 |
|
|
2021
Q4 | $22K | Buy |
+2,000
| New | +$22K | ﹤0.01% | 1929 |
|