Carson Wealth (CWM LLC)’s BlackBerry BB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Buy |
94
+8
| +9% | – | ﹤0.01% | 5108 |
|
|
2025
Q1 | $0 | Hold |
86
| – | – | ﹤0.01% | 5042 |
|
|
2024
Q4 | $0 | Sell |
86
-3,000
| -97% | – | ﹤0.01% | 4900 |
|
|
2024
Q3 | $8K | Sell |
3,086
-1,430
| -32% | -$3.71K | ﹤0.01% | 3872 |
|
|
2024
Q2 | $11K | Buy |
4,516
+265
| +6% | +$645 | ﹤0.01% | 3463 |
|
|
2024
Q1 | $12K | Buy |
4,251
+465
| +12% | +$1.31K | ﹤0.01% | 3211 |
|
|
2023
Q4 | $13K | Buy |
3,786
+800
| +27% | +$2.75K | ﹤0.01% | 3018 |
|
|
2023
Q3 | $14K | Buy |
2,986
+751
| +34% | +$3.52K | ﹤0.01% | 2905 |
|
|
2023
Q2 | $12K | Sell |
2,235
-200
| -8% | -$1.07K | ﹤0.01% | 2960 |
|
|
2023
Q1 | $11K | Buy |
2,435
+9
| +0.4% | +$41 | ﹤0.01% | 2877 |
|
|
2022
Q4 | $8K | Sell |
2,426
-320
| -12% | -$1.06K | ﹤0.01% | 2903 |
|
|
2022
Q3 | $13K | Buy |
2,746
+5
| +0.2% | +$24 | ﹤0.01% | 2498 |
|
|
2022
Q2 | $15K | Sell |
2,741
-53
| -2% | -$290 | ﹤0.01% | 2296 |
|
|
2022
Q1 | $21K | Buy |
2,794
+2,304
| +470% | +$17.3K | ﹤0.01% | 2038 |
|
|
2021
Q4 | $5K | Buy |
+490
| New | +$5K | ﹤0.01% | 2688 |
|
|
2021
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 2269 |
|
|
2021
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 2269 |
|
|
2020
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 2269 |
|
|
2020
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 2269 |
|
|
2020
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 2269 |
|
|
2020
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 2269 |
|
|
2019
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 2269 |
|
|
2019
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 2269 |
|
|
2019
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 2269 |
|
|
2019
Q1 | $6K | Sell |
500
-1,500
| -75% | -$18K | ﹤0.01% | 2269 |
|
|
2018
Q4 | $14K | Buy |
+2,000
| New | +$14K | ﹤0.01% | 1223 |
|
|
2014
Q1 | – | Sell |
-185
| Closed | -$1K | – | 169 |
|
|
2013
Q4 | $1K | Buy |
185
+60
| +48% | +$324 | ﹤0.01% | 554 |
|
|
2013
Q3 | $1K | Buy |
+125
| New | +$1K | ﹤0.01% | 433 |
|