Carson Wealth (CWM LLC)’s Caesarstone CSTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Buy |
194
+103
| +113% | – | ﹤0.01% | 5136 |
|
|
2025
Q1 | $0 | Sell |
91
-45
| -33% | – | ﹤0.01% | 5066 |
|
|
2024
Q4 | $1K | Buy |
136
+31
| +30% | +$228 | ﹤0.01% | 4679 |
|
|
2024
Q3 | $0 | Buy |
+105
| New | – | ﹤0.01% | 4870 |
|
|
2023
Q4 | – | Sell |
-164
| Closed | -$1K | – | 4185 |
|
|
2023
Q3 | $1K | Sell |
164
-836
| -84% | -$5.1K | ﹤0.01% | 3947 |
|
|
2023
Q2 | $5K | Buy |
1,000
+825
| +471% | +$4.13K | ﹤0.01% | 3418 |
|
|
2023
Q1 | $1K | Buy |
+175
| New | +$1K | ﹤0.01% | 3790 |
|
|
2022
Q4 | – | Sell |
-60
| Closed | -$1K | – | 3989 |
|
|
2022
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 3610 |
|
|
2022
Q2 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 3500 |
|
|
2019
Q1 | – | Sell |
-105
| Closed | -$1K | – | 2947 |
|
|
2018
Q4 | $1K | Hold |
105
| – | – | ﹤0.01% | 1862 |
|
|
2018
Q3 | $2K | Sell |
105
-102
| -49% | -$1.94K | ﹤0.01% | 1510 |
|
|
2018
Q2 | $3K | Hold |
207
| – | – | ﹤0.01% | 1278 |
|
|
2018
Q1 | $4K | Sell |
207
-57,027
| -100% | -$1.1M | ﹤0.01% | 1037 |
|
|
2017
Q4 | $1.26M | Buy |
57,234
+10,208
| +22% | +$225K | 0.06% | 214 |
|
|
2017
Q3 | $1.4M | Sell |
47,026
-267
| -0.6% | -$7.95K | 0.07% | 179 |
|
|
2017
Q2 | $1.66M | Sell |
47,293
-3,618
| -7% | -$127K | 0.09% | 168 |
|
|
2017
Q1 | $1.85M | Buy |
+50,911
| New | +$1.85M | 0.1% | 154 |
|