Carson Wealth (CWM LLC)’s Clearfield CLFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30K | Sell |
684
-248
| -27% | -$10.9K | ﹤0.01% | 3638 |
|
|
2025
Q1 | $28K | Sell |
932
-315
| -25% | -$9.46K | ﹤0.01% | 3432 |
|
|
2024
Q4 | $39K | Buy |
1,247
+2
| +0.2% | +$63 | ﹤0.01% | 2966 |
|
|
2024
Q3 | $49K | Sell |
1,245
-988
| -44% | -$38.9K | ﹤0.01% | 2699 |
|
|
2024
Q2 | $86K | Buy |
2,233
+6
| +0.3% | +$231 | ﹤0.01% | 2065 |
|
|
2024
Q1 | $69K | Sell |
2,227
-709
| -24% | -$22K | ﹤0.01% | 2093 |
|
|
2023
Q4 | $85K | Buy |
2,936
+644
| +28% | +$18.6K | ﹤0.01% | 1849 |
|
|
2023
Q3 | $66K | Buy |
2,292
+304
| +15% | +$8.75K | ﹤0.01% | 1896 |
|
|
2023
Q2 | $94K | Buy |
1,988
+390
| +24% | +$18.4K | ﹤0.01% | 1597 |
|
|
2023
Q1 | $74K | Buy |
1,598
+182
| +13% | +$8.43K | ﹤0.01% | 1648 |
|
|
2022
Q4 | $133K | Sell |
1,416
-12
| -0.8% | -$1.13K | ﹤0.01% | 1258 |
|
|
2022
Q3 | $149K | Sell |
1,428
-65
| -4% | -$6.78K | ﹤0.01% | 1159 |
|
|
2022
Q2 | $93K | Sell |
1,493
-918
| -38% | -$57.2K | ﹤0.01% | 1340 |
|
|
2022
Q1 | $157K | Sell |
2,411
-314
| -12% | -$20.4K | ﹤0.01% | 1142 |
|
|
2021
Q4 | $230K | Buy |
+2,725
| New | +$230K | ﹤0.01% | 966 |
|
|
2021
Q2 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1017 |
|
|
2021
Q1 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1017 |
|
|
2020
Q4 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1017 |
|
|
2020
Q3 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1017 |
|
|
2020
Q2 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1017 |
|
|
2020
Q1 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1017 |
|
|
2019
Q4 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1017 |
|
|
2019
Q3 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1017 |
|
|
2019
Q2 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1017 |
|
|
2019
Q1 | $139K | Buy |
+3,723
| New | +$139K | ﹤0.01% | 1017 |
|