Carson Wealth (CWM LLC)’s bluebird bio BLUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,722
| Closed | -$8K | – | 5116 |
|
|
2025
Q1 | $8K | Buy |
1,722
+1,273
| +284% | +$5.91K | ﹤0.01% | 4192 |
|
|
2024
Q4 | $4K | Buy |
449
+350
| +354% | +$3.12K | ﹤0.01% | 4274 |
|
|
2024
Q3 | $1K | Sell |
99
-347
| -78% | -$3.51K | ﹤0.01% | 4523 |
|
|
2024
Q2 | $9K | Buy |
446
+430
| +2,688% | +$8.68K | ﹤0.01% | 3587 |
|
|
2024
Q1 | $0 | Buy |
16
+1
| +7% | – | ﹤0.01% | 4323 |
|
|
2023
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 4137 |
|
|
2023
Q2 | – | Sell |
-5
| Closed | – | – | 4167 |
|
|
2023
Q1 | $0 | Sell |
5
-38
| -88% | – | ﹤0.01% | 4042 |
|
|
2022
Q4 | $6K | Buy |
43
+3
| +8% | +$419 | ﹤0.01% | 3052 |
|
|
2022
Q3 | $5K | Sell |
40
-1
| -2% | -$125 | ﹤0.01% | 3039 |
|
|
2022
Q2 | $3K | Buy |
41
+15
| +58% | +$1.1K | ﹤0.01% | 3158 |
|
|
2022
Q1 | $3K | Buy |
26
+24
| +1,200% | +$2.77K | ﹤0.01% | 2994 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 3472 |
|
|
2021
Q2 | $9K | Hold |
21
| – | – | ﹤0.01% | 2132 |
|
|
2021
Q1 | $9K | Hold |
21
| – | – | ﹤0.01% | 2132 |
|
|
2020
Q4 | $9K | Hold |
21
| – | – | ﹤0.01% | 2132 |
|
|
2020
Q3 | $9K | Hold |
21
| – | – | ﹤0.01% | 2132 |
|
|
2020
Q2 | $9K | Hold |
21
| – | – | ﹤0.01% | 2132 |
|
|
2020
Q1 | $9K | Hold |
21
| – | – | ﹤0.01% | 2132 |
|
|
2019
Q4 | $9K | Hold |
21
| – | – | ﹤0.01% | 2132 |
|
|
2019
Q3 | $9K | Hold |
21
| – | – | ﹤0.01% | 2132 |
|
|
2019
Q2 | $9K | Hold |
21
| – | – | ﹤0.01% | 2132 |
|
|
2019
Q1 | $9K | Buy |
21
+19
| +950% | +$8.14K | ﹤0.01% | 2132 |
|
|
2018
Q4 | $3K | Hold |
2
| – | – | ﹤0.01% | 1638 |
|
|
2018
Q3 | $5K | Hold |
2
| – | – | ﹤0.01% | 1328 |
|
|
2018
Q2 | $5K | Hold |
2
| – | – | ﹤0.01% | 1181 |
|
|
2018
Q1 | $5K | Hold |
2
| – | – | ﹤0.01% | 1003 |
|
|
2017
Q4 | $6K | Hold |
2
| – | – | ﹤0.01% | 1017 |
|
|
2017
Q3 | $4K | Buy |
+2
| New | +$4K | ﹤0.01% | 1121 |
|
|
2017
Q1 | – | Sell |
-4
| Closed | -$3K | – | 1178 |
|
|
2016
Q4 | $3K | Buy |
+4
| New | +$3K | ﹤0.01% | 908 |
|