Carson Wealth (CWM LLC)’s Dillards DDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Sell |
311
-139
| -31% | -$58.1K | ﹤0.01% | 2492 |
|
|
2025
Q1 | $161K | Sell |
450
-440
| -49% | -$157K | ﹤0.01% | 2067 |
|
|
2024
Q4 | $384K | Sell |
890
-67
| -7% | -$28.9K | ﹤0.01% | 1484 |
|
|
2024
Q3 | $367K | Buy |
957
+571
| +148% | +$219K | ﹤0.01% | 1443 |
|
|
2024
Q2 | $170K | Sell |
386
-107
| -22% | -$47.1K | ﹤0.01% | 1667 |
|
|
2024
Q1 | $233K | Buy |
493
+484
| +5,378% | +$229K | ﹤0.01% | 1445 |
|
|
2023
Q4 | $4K | Hold |
9
| – | – | ﹤0.01% | 3580 |
|
|
2023
Q3 | $3K | Hold |
9
| – | – | ﹤0.01% | 3649 |
|
|
2023
Q2 | $3K | Buy |
9
+5
| +125% | +$1.67K | ﹤0.01% | 3613 |
|
|
2023
Q1 | $1K | Sell |
4
-2
| -33% | -$500 | ﹤0.01% | 3798 |
|
|
2022
Q4 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 3522 |
|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 3941 |
|
|
2022
Q2 | $0 | Sell |
1
-9
| -90% | – | ﹤0.01% | 3823 |
|
|
2022
Q1 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 3001 |
|