Carson Wealth (CWM LLC)’s Cavco Industries CVCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58K | Sell |
134
-23
| -15% | -$9.96K | ﹤0.01% | 3150 |
|
|
2025
Q1 | $82K | Buy |
157
+48
| +44% | +$25.1K | ﹤0.01% | 2583 |
|
|
2024
Q4 | $49K | Buy |
109
+3
| +3% | +$1.35K | ﹤0.01% | 2810 |
|
|
2024
Q3 | $45K | Buy |
106
+53
| +100% | +$22.5K | ﹤0.01% | 2760 |
|
|
2024
Q2 | $18K | Sell |
53
-29
| -35% | -$9.85K | ﹤0.01% | 3168 |
|
|
2024
Q1 | $33K | Sell |
82
-10
| -11% | -$4.02K | ﹤0.01% | 2567 |
|
|
2023
Q4 | $32K | Sell |
92
-15
| -14% | -$5.22K | ﹤0.01% | 2461 |
|
|
2023
Q3 | $28K | Hold |
107
| – | – | ﹤0.01% | 2445 |
|
|
2023
Q2 | $32K | Buy |
107
+5
| +5% | +$1.5K | ﹤0.01% | 2307 |
|
|
2023
Q1 | $32K | Sell |
102
-11
| -10% | -$3.45K | ﹤0.01% | 2176 |
|
|
2022
Q4 | $26K | Sell |
113
-57
| -34% | -$13.1K | ﹤0.01% | 2173 |
|
|
2022
Q3 | $35K | Buy |
170
+21
| +14% | +$4.32K | ﹤0.01% | 1846 |
|
|
2022
Q2 | $29K | Buy |
149
+31
| +26% | +$6.03K | ﹤0.01% | 1901 |
|
|
2022
Q1 | $28K | Buy |
118
+7
| +6% | +$1.66K | ﹤0.01% | 1864 |
|
|
2021
Q4 | $35K | Buy |
+111
| New | +$35K | ﹤0.01% | 1715 |
|
|
2021
Q2 | $25K | Hold |
111
| – | – | ﹤0.01% | 1681 |
|
|
2021
Q1 | $25K | Hold |
111
| – | – | ﹤0.01% | 1681 |
|
|
2020
Q4 | $25K | Hold |
111
| – | – | ﹤0.01% | 1681 |
|
|
2020
Q3 | $25K | Hold |
111
| – | – | ﹤0.01% | 1681 |
|
|
2020
Q2 | $25K | Hold |
111
| – | – | ﹤0.01% | 1681 |
|
|
2020
Q1 | $25K | Hold |
111
| – | – | ﹤0.01% | 1681 |
|
|
2019
Q4 | $25K | Hold |
111
| – | – | ﹤0.01% | 1681 |
|
|
2019
Q3 | $25K | Hold |
111
| – | – | ﹤0.01% | 1681 |
|
|
2019
Q2 | $25K | Hold |
111
| – | – | ﹤0.01% | 1681 |
|
|
2019
Q1 | $25K | Buy |
+111
| New | +$25K | ﹤0.01% | 1681 |
|