Carson Wealth (CWM LLC)’s Clearfield CLFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.1K | Buy |
684
+27
| +4% | +$823 | ﹤0.01% | 4473 |
|
|
2025
Q4 | $19K | Sell |
657
-34
| -5% | -$1.09K | ﹤0.01% | 4193 |
|
|
2025
Q3 | $24K | Buy |
691
+7
| +1% | +$261 | ﹤0.01% | 4006 |
|
|
2025
Q2 | $30K | Sell |
684
-248
| -27% | -$8.5K | ﹤0.01% | 3640 |
|
|
2025
Q1 | $28K | Sell |
932
-315
| -25% | -$10.5K | ﹤0.01% | 3435 |
|
|
2024
Q4 | $39K | Buy |
1,247
+2
| +0.2% | +$67 | ﹤0.01% | 2968 |
|
|
2024
Q3 | $49K | Sell |
1,245
-988
| -44% | -$38.4K | ﹤0.01% | 2701 |
|
|
2024
Q2 | $86K | Buy |
2,233
+6
| +0.3% | +$208 | ﹤0.01% | 2067 |
|
|
2024
Q1 | $69K | Sell |
2,227
-709
| -24% | -$20.3K | ﹤0.01% | 2095 |
|
|
2023
Q4 | $85K | Buy |
2,936
+644
| +28% | +$17.2K | ﹤0.01% | 1851 |
|
|
2023
Q3 | $66K | Buy |
2,292
+304
| +15% | +$11.9K | ﹤0.01% | 1897 |
|
|
2023
Q2 | $94K | Buy |
1,988
+390
| +24% | +$16.6K | ﹤0.01% | 1599 |
|
|
2023
Q1 | $74K | Buy |
1,598
+182
| +13% | +$11.7K | ﹤0.01% | 1649 |
|
|
2022
Q4 | $133K | Sell |
1,416
-12
| -0.8% | -$1.26K | ﹤0.01% | 1260 |
|
|
2022
Q3 | $149K | Sell |
1,428
-65
| -4% | -$6.32K | ﹤0.01% | 1161 |
|
|
2022
Q2 | $93K | Sell |
1,493
-918
| -38% | -$53.9K | ﹤0.01% | 1342 |
|
|
2022
Q1 | $157K | Sell |
2,411
-314
| -12% | -$19.7K | ﹤0.01% | 1144 |
|
|
2021
Q4 | $230K | Buy |
+2,725
| New | +$171K | ﹤0.01% | 968 |
|
|
2021
Q2 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1019 |
|
|
2021
Q1 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1019 |
|
|
2020
Q4 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1019 |
|
|
2020
Q3 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1019 |
|
|
2020
Q2 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1019 |
|
|
2020
Q1 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1019 |
|
|
2019
Q4 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1019 |
|
|
2019
Q3 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1019 |
|
|
2019
Q2 | $139K | Hold |
3,723
| – | – | ﹤0.01% | 1019 |
|
|
2019
Q1 | $139K | Buy |
+3,723
| New | +$49.2K | ﹤0.01% | 1019 |
|
Other funds holding CLFD
AAM
MPI
VCM
VPM
PAIM
