Carson Wealth (CWM LLC)’s Consumer Portfolio Services CPSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Sell |
164
-7
| -4% | -$85 | ﹤0.01% | 4856 |
|
|
2025
Q1 | $1K | Buy |
171
+10
| +6% | +$58 | ﹤0.01% | 4872 |
|
|
2024
Q4 | $2K | Buy |
161
+22
| +16% | +$273 | ﹤0.01% | 4512 |
|
|
2024
Q3 | $1K | Buy |
139
+10
| +8% | +$72 | ﹤0.01% | 4538 |
|
|
2024
Q2 | $1K | Buy |
129
+10
| +8% | +$78 | ﹤0.01% | 4341 |
|
|
2024
Q1 | $1K | Buy |
119
+1
| +0.8% | +$8 | ﹤0.01% | 4099 |
|
|
2023
Q4 | $1K | Hold |
118
| – | – | ﹤0.01% | 3917 |
|
|
2023
Q3 | $1K | Hold |
118
| – | – | ﹤0.01% | 3945 |
|
|
2023
Q2 | $1K | Hold |
118
| – | – | ﹤0.01% | 3925 |
|
|
2023
Q1 | $1K | Hold |
118
| – | – | ﹤0.01% | 3783 |
|
|
2022
Q4 | $1K | Buy |
+118
| New | +$1K | ﹤0.01% | 3705 |
|