Carson Wealth (CWM LLC)’s BlackLine BL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32K | Sell |
572
-118
| -17% | -$6.6K | ﹤0.01% | 3602 |
|
|
2025
Q1 | $33K | Sell |
690
-11
| -2% | -$526 | ﹤0.01% | 3302 |
|
|
2024
Q4 | $43K | Buy |
701
+55
| +9% | +$3.37K | ﹤0.01% | 2907 |
|
|
2024
Q3 | $36K | Buy |
646
+107
| +20% | +$5.96K | ﹤0.01% | 2942 |
|
|
2024
Q2 | $26K | Sell |
539
-68
| -11% | -$3.28K | ﹤0.01% | 2934 |
|
|
2024
Q1 | $39K | Buy |
607
+155
| +34% | +$9.96K | ﹤0.01% | 2453 |
|
|
2023
Q4 | $28K | Buy |
452
+220
| +95% | +$13.6K | ﹤0.01% | 2549 |
|
|
2023
Q3 | $13K | Sell |
232
-5
| -2% | -$280 | ﹤0.01% | 2960 |
|
|
2023
Q2 | $13K | Sell |
237
-61
| -20% | -$3.35K | ﹤0.01% | 2903 |
|
|
2023
Q1 | $20K | Sell |
298
-7
| -2% | -$470 | ﹤0.01% | 2495 |
|
|
2022
Q4 | $21K | Buy |
305
+19
| +7% | +$1.31K | ﹤0.01% | 2319 |
|
|
2022
Q3 | $17K | Sell |
286
-799
| -74% | -$47.5K | ﹤0.01% | 2318 |
|
|
2022
Q2 | $72K | Sell |
1,085
-216
| -17% | -$14.3K | ﹤0.01% | 1449 |
|
|
2022
Q1 | $95K | Buy |
1,301
+108
| +9% | +$7.89K | ﹤0.01% | 1340 |
|
|
2021
Q4 | $124K | Buy |
+1,193
| New | +$124K | ﹤0.01% | 1213 |
|
|
2021
Q2 | $128K | Hold |
1,154
| – | – | ﹤0.01% | 1045 |
|
|
2021
Q1 | $128K | Hold |
1,154
| – | – | ﹤0.01% | 1045 |
|
|
2020
Q4 | $128K | Hold |
1,154
| – | – | ﹤0.01% | 1045 |
|
|
2020
Q3 | $128K | Hold |
1,154
| – | – | ﹤0.01% | 1045 |
|
|
2020
Q2 | $128K | Hold |
1,154
| – | – | ﹤0.01% | 1045 |
|
|
2020
Q1 | $128K | Hold |
1,154
| – | – | ﹤0.01% | 1045 |
|
|
2019
Q4 | $128K | Hold |
1,154
| – | – | ﹤0.01% | 1045 |
|
|
2019
Q3 | $128K | Hold |
1,154
| – | – | ﹤0.01% | 1045 |
|
|
2019
Q2 | $128K | Hold |
1,154
| – | – | ﹤0.01% | 1045 |
|
|
2019
Q1 | $128K | Buy |
+1,154
| New | +$128K | ﹤0.01% | 1045 |
|