Carson Wealth (CWM LLC)’s KE Holdings BEKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32K | Sell |
1,789
-380
| -18% | -$6.8K | ﹤0.01% | 3601 |
|
|
2025
Q1 | $44K | Buy |
2,169
+60
| +3% | +$1.22K | ﹤0.01% | 3074 |
|
|
2024
Q4 | $39K | Buy |
2,109
+32
| +2% | +$592 | ﹤0.01% | 2964 |
|
|
2024
Q3 | $41K | Buy |
2,077
+815
| +65% | +$16.1K | ﹤0.01% | 2833 |
|
|
2024
Q2 | $18K | Buy |
1,262
+54
| +4% | +$770 | ﹤0.01% | 3164 |
|
|
2024
Q1 | $17K | Buy |
1,208
+84
| +7% | +$1.18K | ﹤0.01% | 2995 |
|
|
2023
Q4 | $18K | Sell |
1,124
-258
| -19% | -$4.13K | ﹤0.01% | 2819 |
|
|
2023
Q3 | $21K | Buy |
1,382
+503
| +57% | +$7.64K | ﹤0.01% | 2638 |
|
|
2023
Q2 | $13K | Sell |
879
-117
| -12% | -$1.73K | ﹤0.01% | 2900 |
|
|
2023
Q1 | $19K | Buy |
996
+263
| +36% | +$5.02K | ﹤0.01% | 2533 |
|
|
2022
Q4 | $10K | Sell |
733
-167
| -19% | -$2.28K | ﹤0.01% | 2779 |
|
|
2022
Q3 | $16K | Buy |
900
+431
| +92% | +$7.66K | ﹤0.01% | 2360 |
|
|
2022
Q2 | $8K | Buy |
469
+211
| +82% | +$3.6K | ﹤0.01% | 2682 |
|
|
2022
Q1 | $3K | Buy |
258
+130
| +102% | +$1.51K | ﹤0.01% | 2990 |
|
|
2021
Q4 | $3K | Buy |
+128
| New | +$3K | ﹤0.01% | 2928 |
|