Carson Wealth (CWM LLC)’s CTS Corp CTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53K | Buy |
1,250
+919
| +278% | +$39K | ﹤0.01% | 3228 |
|
|
2025
Q1 | $14K | Buy |
331
+69
| +26% | +$2.92K | ﹤0.01% | 3903 |
|
|
2024
Q4 | $14K | Buy |
262
+95
| +57% | +$5.08K | ﹤0.01% | 3662 |
|
|
2024
Q3 | $8K | Buy |
167
+1
| +0.6% | +$48 | ﹤0.01% | 3876 |
|
|
2024
Q2 | $8K | Buy |
166
+7
| +4% | +$337 | ﹤0.01% | 3650 |
|
|
2024
Q1 | $7K | Hold |
159
| – | – | ﹤0.01% | 3494 |
|
|
2023
Q4 | $7K | Sell |
159
-60
| -27% | -$2.64K | ﹤0.01% | 3329 |
|
|
2023
Q3 | $9K | Buy |
219
+50
| +30% | +$2.06K | ﹤0.01% | 3177 |
|
|
2023
Q2 | $7K | Hold |
169
| – | – | ﹤0.01% | 3262 |
|
|
2023
Q1 | $8K | Hold |
169
| – | – | ﹤0.01% | 3063 |
|
|
2022
Q4 | $7K | Sell |
169
-30
| -15% | -$1.24K | ﹤0.01% | 2986 |
|
|
2022
Q3 | $8K | Buy |
199
+69
| +53% | +$2.77K | ﹤0.01% | 2802 |
|
|
2022
Q2 | $4K | Buy |
+130
| New | +$4K | ﹤0.01% | 3055 |
|