Carson Wealth (CWM LLC)’s Celestica CLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95K | Sell |
608
-1,313
| -68% | -$205K | ﹤0.01% | 2771 |
|
|
2025
Q1 | $151K | Buy |
1,921
+1,648
| +604% | +$130K | ﹤0.01% | 2103 |
|
|
2024
Q4 | $25K | Buy |
273
+183
| +203% | +$16.8K | ﹤0.01% | 3277 |
|
|
2024
Q3 | $5K | Hold |
90
| – | – | ﹤0.01% | 4073 |
|
|
2024
Q2 | $5K | Hold |
90
| – | – | ﹤0.01% | 3845 |
|
|
2024
Q1 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 3737 |
|
|
2019
Q1 | – | Sell |
-43
| Closed | – | – | 2933 |
|
|
2018
Q4 | $0 | Buy |
43
+9
| +26% | – | ﹤0.01% | 2100 |
|
|
2018
Q3 | $0 | Hold |
34
| – | – | ﹤0.01% | 1850 |
|
|
2018
Q2 | $0 | Hold |
34
| – | – | ﹤0.01% | 1691 |
|
|
2018
Q1 | $0 | Hold |
34
| – | – | ﹤0.01% | 1423 |
|
|
2017
Q4 | $0 | Hold |
34
| – | – | ﹤0.01% | 1465 |
|
|
2017
Q3 | $0 | Hold |
34
| – | – | ﹤0.01% | 1474 |
|
|
2017
Q2 | $0 | Hold |
34
| – | – | ﹤0.01% | 1209 |
|
|
2017
Q1 | $0 | Buy |
+34
| New | – | ﹤0.01% | 1190 |
|