Carson Wealth (CWM LLC)’s DXP Enterprises DXPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Sell |
1,176
-311
| -21% | -$27.2K | ﹤0.01% | 2690 |
|
|
2025
Q1 | $122K | Buy |
1,487
+362
| +32% | +$29.7K | ﹤0.01% | 2254 |
|
|
2024
Q4 | $93K | Buy |
1,125
+240
| +27% | +$19.8K | ﹤0.01% | 2319 |
|
|
2024
Q3 | $47K | Buy |
885
+485
| +121% | +$25.8K | ﹤0.01% | 2733 |
|
|
2024
Q2 | $18K | Buy |
400
+393
| +5,614% | +$17.7K | ﹤0.01% | 3171 |
|
|
2024
Q1 | $0 | Buy |
7
+2
| +40% | – | ﹤0.01% | 4403 |
|
|
2023
Q4 | $0 | Sell |
5
-26
| -84% | – | ﹤0.01% | 4214 |
|
|
2023
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 3957 |
|
|
2023
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 3936 |
|
|
2023
Q1 | $1K | Buy |
31
+5
| +19% | +$161 | ﹤0.01% | 3803 |
|
|
2022
Q4 | $1K | Sell |
26
-3
| -10% | -$115 | ﹤0.01% | 3722 |
|
|
2022
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 3622 |
|
|
2022
Q2 | – | Sell |
-193
| Closed | -$5K | – | 3835 |
|
|
2022
Q1 | $5K | Hold |
193
| – | – | ﹤0.01% | 2811 |
|
|
2021
Q4 | $5K | Buy |
+193
| New | +$5K | ﹤0.01% | 2699 |
|