Carson Wealth (CWM LLC)’s Mission Produce AVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Buy |
1,242
+38
| +3% | +$459 | ﹤0.01% | 4062 |
|
|
2025
Q1 | $13K | Sell |
1,204
-42
| -3% | -$453 | ﹤0.01% | 3937 |
|
|
2024
Q4 | $18K | Buy |
1,246
+434
| +53% | +$6.27K | ﹤0.01% | 3493 |
|
|
2024
Q3 | $10K | Buy |
812
+539
| +197% | +$6.64K | ﹤0.01% | 3763 |
|
|
2024
Q2 | $3K | Buy |
273
+233
| +583% | +$2.56K | ﹤0.01% | 4030 |
|
|
2024
Q1 | $0 | Sell |
40
-36
| -47% | – | ﹤0.01% | 4302 |
|
|
2023
Q4 | $1K | Sell |
76
-15
| -16% | -$197 | ﹤0.01% | 3890 |
|
|
2023
Q3 | $1K | Buy |
+91
| New | +$1K | ﹤0.01% | 3921 |
|
|
2023
Q2 | – | Sell |
-812
| Closed | -$9K | – | 4156 |
|
|
2023
Q1 | $9K | Hold |
812
| – | – | ﹤0.01% | 2984 |
|
|
2022
Q4 | $9K | Buy |
812
+782
| +2,607% | +$8.67K | ﹤0.01% | 2830 |
|
|
2022
Q3 | $0 | Buy |
+30
| New | – | ﹤0.01% | 3880 |
|