Carson Wealth (CWM LLC)’s Viant Technology DSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Sell |
1,127
-547
| -33% | -$7.28K | ﹤0.01% | 4070 |
|
|
2025
Q1 | $21K | Buy |
1,674
+1,544
| +1,188% | +$19.4K | ﹤0.01% | 3621 |
|
|
2024
Q4 | $2K | Buy |
130
+37
| +40% | +$569 | ﹤0.01% | 4522 |
|
|
2024
Q3 | $1K | Buy |
93
+34
| +58% | +$366 | ﹤0.01% | 4556 |
|
|
2024
Q2 | $1K | Buy |
59
+57
| +2,850% | +$966 | ﹤0.01% | 4360 |
|
|
2024
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4398 |
|