Carson Wealth (CWM LLC)’s Dream Finders Homes DFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Sell |
473
-96
| -17% | -$2.44K | ﹤0.01% | 4194 |
|
|
2025
Q1 | $13K | Buy |
569
+183
| +47% | +$4.18K | ﹤0.01% | 3943 |
|
|
2024
Q4 | $9K | Buy |
386
+62
| +19% | +$1.45K | ﹤0.01% | 3911 |
|
|
2024
Q3 | $12K | Sell |
324
-111
| -26% | -$4.11K | ﹤0.01% | 3670 |
|
|
2024
Q2 | $11K | Buy |
435
+149
| +52% | +$3.77K | ﹤0.01% | 3470 |
|
|
2024
Q1 | $13K | Buy |
286
+165
| +136% | +$7.5K | ﹤0.01% | 3170 |
|
|
2023
Q4 | $4K | Hold |
121
| – | – | ﹤0.01% | 3581 |
|
|
2023
Q3 | $3K | Hold |
121
| – | – | ﹤0.01% | 3650 |
|
|
2023
Q2 | $3K | Hold |
121
| – | – | ﹤0.01% | 3614 |
|
|
2023
Q1 | $2K | Hold |
121
| – | – | ﹤0.01% | 3626 |
|
|
2022
Q4 | $1K | Sell |
121
-958
| -89% | -$7.92K | ﹤0.01% | 3715 |
|
|
2022
Q3 | $11K | Sell |
1,079
-252
| -19% | -$2.57K | ﹤0.01% | 2614 |
|
|
2022
Q2 | $14K | Buy |
+1,331
| New | +$14K | ﹤0.01% | 2351 |
|