Carson Wealth (CWM LLC)’s Aspen Aerogels ASPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49K | Sell |
8,318
-7
| -0.1% | -$41 | ﹤0.01% | 3288 |
|
|
2025
Q1 | $53K | Buy |
8,325
+7,953
| +2,138% | +$50.6K | ﹤0.01% | 2922 |
|
|
2024
Q4 | $4K | Sell |
372
-139
| -27% | -$1.5K | ﹤0.01% | 4270 |
|
|
2024
Q3 | $14K | Sell |
511
-104
| -17% | -$2.85K | ﹤0.01% | 3570 |
|
|
2024
Q2 | $15K | Buy |
615
+322
| +110% | +$7.85K | ﹤0.01% | 3283 |
|
|
2024
Q1 | $5K | Buy |
293
+161
| +122% | +$2.75K | ﹤0.01% | 3627 |
|
|
2023
Q4 | $2K | Buy |
132
+58
| +78% | +$879 | ﹤0.01% | 3771 |
|
|
2023
Q3 | $1K | Sell |
74
-345
| -82% | -$4.66K | ﹤0.01% | 3915 |
|
|
2023
Q2 | $3K | Buy |
+419
| New | +$3K | ﹤0.01% | 3590 |
|
|
2023
Q1 | – | Sell |
-39
| Closed | – | – | 4019 |
|
|
2022
Q4 | $0 | Sell |
39
-6
| -13% | – | ﹤0.01% | 3944 |
|
|
2022
Q3 | $0 | Buy |
+45
| New | – | ﹤0.01% | 3873 |
|