Carson Wealth (CWM LLC)’s AvePoint AVPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Buy |
9,869
+2,541
| +35% | +$49.2K | ﹤0.01% | 2212 |
|
|
2025
Q1 | $106K | Buy |
7,328
+3,829
| +109% | +$55.4K | ﹤0.01% | 2375 |
|
|
2024
Q4 | $58K | Buy |
3,499
+657
| +23% | +$10.9K | ﹤0.01% | 2683 |
|
|
2024
Q3 | $33K | Buy |
2,842
+2,537
| +832% | +$29.5K | ﹤0.01% | 3007 |
|
|
2024
Q2 | $3K | Buy |
305
+267
| +703% | +$2.63K | ﹤0.01% | 4031 |
|
|
2024
Q1 | $0 | Buy |
38
+18
| +90% | – | ﹤0.01% | 4303 |
|
|
2023
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 4122 |
|
|
2023
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 4166 |
|