Carson Wealth (CWM LLC)’s Butterfly Network BFLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-790
| Closed | -$1K | – | 4828 |
|
|
2024
Q2 | $1K | Buy |
790
+136
| +21% | +$172 | ﹤0.01% | 4313 |
|
|
2024
Q1 | $1K | Sell |
654
-2,449
| -79% | -$3.75K | ﹤0.01% | 4076 |
|
|
2023
Q4 | $3K | Buy |
3,103
+100
| +3% | +$97 | ﹤0.01% | 3661 |
|
|
2023
Q3 | $4K | Sell |
3,003
-2,200
| -42% | -$2.93K | ﹤0.01% | 3528 |
|
|
2023
Q2 | $12K | Buy |
5,203
+36
| +0.7% | +$83 | ﹤0.01% | 2961 |
|
|
2023
Q1 | $10K | Buy |
5,167
+190
| +4% | +$368 | ﹤0.01% | 2926 |
|
|
2022
Q4 | $12K | Sell |
4,977
-1,018
| -17% | -$2.45K | ﹤0.01% | 2679 |
|
|
2022
Q3 | $28K | Buy |
5,995
+415
| +7% | +$1.94K | ﹤0.01% | 1993 |
|
|
2022
Q2 | $17K | Buy |
5,580
+1,752
| +46% | +$5.34K | ﹤0.01% | 2211 |
|
|
2022
Q1 | $18K | Buy |
3,828
+3,168
| +480% | +$14.9K | ﹤0.01% | 2126 |
|
|
2021
Q4 | $4K | Buy |
+660
| New | +$4K | ﹤0.01% | 2789 |
|
|
2021
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 2476 |
|
|
2021
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 2476 |
|
|
2020
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 2476 |
|
|
2020
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 2476 |
|
|
2020
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 2476 |
|
|
2020
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 2476 |
|
|
2019
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 2476 |
|
|
2019
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 2476 |
|
|
2019
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 2476 |
|
|
2019
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 2476 |
|