Carson Wealth (CWM LLC)’s Ceco Environmental CECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$94.6K	Buy	1,587 +1,386	+690%	+$89.2K	﹤0.01%	3322
2025 Q4	$12K	Sell	201 -72	-26%	-$3.85K	﹤0.01%	4447
2025 Q3	$14K	Buy	273 +50	+22%	+$2.12K	﹤0.01%	4297
2025 Q2	$6K	Sell	223 -255	-53%	-$6.35K	﹤0.01%	4523
2025 Q1	$11K	Sell	478 -824	-63%	-$22K	﹤0.01%	4038
2024 Q4	$39K	Sell	1,302 -1,231	-49%	-$35K	﹤0.01%	2967
2024 Q3	$71K	Buy	2,533 +263	+12%	+$7.4K	﹤0.01%	2420
2024 Q2	$65K	Buy	2,270 +708	+45%	+$17.1K	﹤0.01%	2277
2024 Q1	$36K	Buy	1,562 +296	+23%	+$6.1K	﹤0.01%	2513
2023 Q4	$26K	Buy	1,266 +49	+4%	+$893	﹤0.01%	2591
2023 Q3	$19K	Hold	1,217	–	–	﹤0.01%	2704
2023 Q2	$16K	Hold	1,217	–	–	﹤0.01%	2775
2023 Q1	$17K	Sell	1,217 -3	-0.2%	-$42	﹤0.01%	2606
2022 Q4	$14K	Hold	1,220	–	–	﹤0.01%	2597
2022 Q3	$11K	Hold	1,220	–	–	﹤0.01%	2611
2022 Q2	$7K	Sell	1,220 -1,684	-58%	-$9.33K	﹤0.01%	2783
2022 Q1	$16K	Buy	2,904 +2,194	+309%	+$12.8K	﹤0.01%	2214
2021 Q4	$4K	Buy	+710	New	+$4.71K	﹤0.01%	2803