Carson Wealth (CWM LLC)’s Certara CERT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Sell |
414
-305
| -42% | -$3.68K | ﹤0.01% | 4585 |
|
|
2025
Q1 | $7K | Sell |
719
-84
| -10% | -$818 | ﹤0.01% | 4265 |
|
|
2024
Q4 | $9K | Buy |
803
+406
| +102% | +$4.55K | ﹤0.01% | 3906 |
|
|
2024
Q3 | $5K | Sell |
397
-55
| -12% | -$693 | ﹤0.01% | 4070 |
|
|
2024
Q2 | $6K | Sell |
452
-134
| -23% | -$1.78K | ﹤0.01% | 3750 |
|
|
2024
Q1 | $10K | Sell |
586
-62
| -10% | -$1.06K | ﹤0.01% | 3314 |
|
|
2023
Q4 | $11K | Buy |
648
+596
| +1,146% | +$10.1K | ﹤0.01% | 3119 |
|
|
2023
Q3 | $1K | Sell |
52
-62
| -54% | -$1.19K | ﹤0.01% | 3938 |
|
|
2023
Q2 | $2K | Buy |
114
+85
| +293% | +$1.49K | ﹤0.01% | 3756 |
|
|
2023
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 3777 |
|
|
2022
Q4 | $0 | Buy |
+29
| New | – | ﹤0.01% | 3973 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$1K | – | 3913 |
|
|
2022
Q2 | $1K | Buy |
50
+36
| +257% | +$720 | ﹤0.01% | 3489 |
|
|
2022
Q1 | $0 | Buy |
+14
| New | – | ﹤0.01% | 3532 |
|