Carson Wealth (CWM LLC)’s BRF SA BRFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,440
| Closed | -$5K | – | 5278 |
|
|
2025
Q2 | $5K | Buy |
1,440
+212
| +17% | +$767 | ﹤0.01% | 4587 |
|
|
2025
Q1 | $4K | Sell |
1,228
-1,675
| -58% | -$5.9K | ﹤0.01% | 4515 |
|
|
2024
Q4 | $12K | Sell |
2,903
-557
| -16% | -$2.42K | ﹤0.01% | 3739 |
|
|
2024
Q3 | $15K | Buy |
3,460
+1,042
| +43% | +$4.41K | ﹤0.01% | 3536 |
|
|
2024
Q2 | $10K | Buy |
+2,418
| New | +$8.5K | ﹤0.01% | 3523 |
|
|
2023
Q3 | – | Sell |
-500
| Closed | -$1K | – | 4195 |
|
|
2023
Q2 | $1K | Buy |
+500
| New | +$771 | ﹤0.01% | 3914 |
|
|
2023
Q1 | – | Sell |
-1,256
| Closed | -$2K | – | 4060 |
|
|
2022
Q4 | $2K | Buy |
1,256
+735
| +141% | +$1.52K | ﹤0.01% | 3508 |
|
|
2022
Q3 | $1K | Sell |
521
-3
| -0.6% | -$9 | ﹤0.01% | 3604 |
|
|
2022
Q2 | $1K | Buy |
524
+183
| +54% | +$540 | ﹤0.01% | 3494 |
|
|
2022
Q1 | $1K | Sell |
341
-16
| -4% | -$59 | ﹤0.01% | 3301 |
|
|
2021
Q4 | $1K | Buy |
+357
| New | +$1.46K | ﹤0.01% | 3253 |
|
