Carson Wealth (CWM LLC)’s Avid Bioservices, Inc. Common Stock CDMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,116
| Closed | -$51K | – | 5269 |
|
|
2024
Q4 | $51K | Sell |
4,116
-135
| -3% | -$1.67K | ﹤0.01% | 2791 |
|
|
2024
Q3 | $48K | Sell |
4,251
-24
| -0.6% | -$271 | ﹤0.01% | 2728 |
|
|
2024
Q2 | $31K | Buy |
4,275
+220
| +5% | +$1.6K | ﹤0.01% | 2824 |
|
|
2024
Q1 | $27K | Sell |
4,055
-2,653
| -40% | -$17.7K | ﹤0.01% | 2721 |
|
|
2023
Q4 | $44K | Buy |
6,708
+6,500
| +3,125% | +$42.6K | ﹤0.01% | 2260 |
|
|
2023
Q3 | $2K | Sell |
208
-253
| -55% | -$2.43K | ﹤0.01% | 3883 |
|
|
2023
Q2 | $6K | Sell |
461
-21
| -4% | -$273 | ﹤0.01% | 3395 |
|
|
2023
Q1 | $9K | Buy |
482
+323
| +203% | +$6.03K | ﹤0.01% | 3041 |
|
|
2022
Q4 | $2K | Sell |
159
-6
| -4% | -$75 | ﹤0.01% | 3645 |
|
|
2022
Q3 | $3K | Buy |
+165
| New | +$3K | ﹤0.01% | 3382 |
|