Carson Wealth (CWM LLC)’s Anterix ATEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Sell |
163
-76
| -32% | -$1.87K | ﹤0.01% | 4654 |
|
|
2025
Q1 | $9K | Sell |
239
-241
| -50% | -$9.08K | ﹤0.01% | 4129 |
|
|
2024
Q4 | $15K | Sell |
480
-56
| -10% | -$1.75K | ﹤0.01% | 3614 |
|
|
2024
Q3 | $20K | Sell |
536
-136
| -20% | -$5.08K | ﹤0.01% | 3338 |
|
|
2024
Q2 | $27K | Buy |
672
+9
| +1% | +$362 | ﹤0.01% | 2904 |
|
|
2024
Q1 | $22K | Sell |
663
-31
| -4% | -$1.03K | ﹤0.01% | 2813 |
|
|
2023
Q4 | $23K | Sell |
694
-302
| -30% | -$10K | ﹤0.01% | 2671 |
|
|
2023
Q3 | $31K | Buy |
996
+156
| +19% | +$4.86K | ﹤0.01% | 2376 |
|
|
2023
Q2 | $27K | Buy |
840
+679
| +422% | +$21.8K | ﹤0.01% | 2422 |
|
|
2023
Q1 | $5K | Buy |
161
+78
| +94% | +$2.42K | ﹤0.01% | 3258 |
|
|
2022
Q4 | $3K | Sell |
83
-239
| -74% | -$8.64K | ﹤0.01% | 3369 |
|
|
2022
Q3 | $12K | Buy |
+322
| New | +$12K | ﹤0.01% | 2544 |
|
|
2022
Q1 | – | Sell |
-2
| Closed | – | – | 3495 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 3461 |
|