Carson Wealth (CWM LLC)’s Cantaloupe CTLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35K | Sell |
3,181
-861
| -21% | -$9.47K | ﹤0.01% | 3527 |
|
|
2025
Q1 | $32K | Buy |
4,042
+26
| +0.6% | +$206 | ﹤0.01% | 3324 |
|
|
2024
Q4 | $38K | Buy |
4,016
+2,472
| +160% | +$23.4K | ﹤0.01% | 2980 |
|
|
2024
Q3 | $11K | Buy |
1,544
+1,326
| +608% | +$9.45K | ﹤0.01% | 3721 |
|
|
2024
Q2 | $1K | Buy |
218
+37
| +20% | +$170 | ﹤0.01% | 4344 |
|
|
2024
Q1 | $1K | Buy |
181
+55
| +44% | +$304 | ﹤0.01% | 4103 |
|
|
2023
Q4 | $1K | Buy |
+126
| New | +$1K | ﹤0.01% | 3920 |
|
|
2022
Q4 | – | Sell |
-1,670
| Closed | -$6K | – | 3991 |
|
|
2022
Q3 | $6K | Buy |
+1,670
| New | +$6K | ﹤0.01% | 2953 |
|