Carson Wealth (CWM LLC)’s Designer Brands DBI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $28K | Buy |
11,634
+8,068
| +226% | +$19.4K | ﹤0.01% | 3685 |
|
2025
Q1 | $13K | Buy |
3,566
+3,023
| +557% | +$11K | ﹤0.01% | 3942 |
|
2024
Q4 | $3K | Sell |
543
-416
| -43% | -$2.3K | ﹤0.01% | 4393 |
|
2024
Q3 | $7K | Buy |
959
+950
| +10,556% | +$6.93K | ﹤0.01% | 3928 |
|
2024
Q2 | $0 | Buy |
9
+5
| +125% | – | ﹤0.01% | 4645 |
|
2024
Q1 | $0 | Sell |
4
-11
| -73% | – | ﹤0.01% | 4383 |
|
2023
Q4 | $0 | Sell |
15
-116
| -89% | – | ﹤0.01% | 4194 |
|
2023
Q3 | $2K | Hold |
131
| – | – | ﹤0.01% | 3778 |
|
2023
Q2 | $1K | Sell |
131
-180
| -58% | -$1.37K | ﹤0.01% | 3933 |
|
2023
Q1 | $3K | Sell |
311
-555
| -64% | -$5.35K | ﹤0.01% | 3476 |
|
2022
Q4 | $8K | Buy |
866
+726
| +519% | +$6.71K | ﹤0.01% | 2913 |
|
2022
Q3 | $2K | Sell |
140
-141
| -50% | -$2.01K | ﹤0.01% | 3429 |
|
2022
Q2 | $4K | Hold |
281
| – | – | ﹤0.01% | 3057 |
|
2022
Q1 | $4K | Hold |
281
| – | – | ﹤0.01% | 2902 |
|
2021
Q4 | $4K | Buy |
+281
| New | +$4K | ﹤0.01% | 2801 |
|