Carson Wealth (CWM LLC)’s Cheniere Energy CQP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Buy |
+134
| New | +$8K | ﹤0.01% | 4384 |
|
|
2024
Q1 | – | Sell |
-600
| Closed | -$30K | – | 4363 |
|
|
2023
Q4 | $30K | Sell |
600
-50
| -8% | -$2.5K | ﹤0.01% | 2504 |
|
|
2023
Q3 | $35K | Hold |
650
| – | – | ﹤0.01% | 2303 |
|
|
2023
Q2 | $30K | Buy |
650
+50
| +8% | +$2.31K | ﹤0.01% | 2364 |
|
|
2023
Q1 | $28K | Hold |
600
| – | – | ﹤0.01% | 2260 |
|
|
2022
Q4 | $34K | Hold |
600
| – | – | ﹤0.01% | 1993 |
|
|
2022
Q3 | $32K | Hold |
600
| – | – | ﹤0.01% | 1906 |
|
|
2022
Q2 | $27K | Hold |
600
| – | – | ﹤0.01% | 1939 |
|
|
2022
Q1 | $34K | Buy |
+600
| New | +$34K | ﹤0.01% | 1787 |
|