Carson Wealth (CWM LLC)’s CRA International CRAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Sell |
743
-244
| -25% | -$45.6K | ﹤0.01% | 2449 |
|
|
2025
Q1 | $171K | Buy |
987
+85
| +9% | +$14.7K | ﹤0.01% | 2032 |
|
|
2024
Q4 | $169K | Buy |
902
+331
| +58% | +$62K | ﹤0.01% | 1936 |
|
|
2024
Q3 | $100K | Buy |
571
+525
| +1,141% | +$91.9K | ﹤0.01% | 2189 |
|
|
2024
Q2 | $8K | Buy |
46
+20
| +77% | +$3.48K | ﹤0.01% | 3648 |
|
|
2024
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 3738 |
|
|
2023
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 3672 |
|
|
2023
Q2 | – | Sell |
-10
| Closed | -$1K | – | 4190 |
|
|
2023
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 3784 |
|