Carson Wealth (CWM LLC)’s Ebix Inc EBIX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-500
Closed -$5K 4671
2023
Q3
$5K Buy
500
+395
+376% +$3.95K ﹤0.01% 3515
2023
Q2
$3K Buy
105
+26
+33% +$743 ﹤0.01% 3731
2023
Q1
$1K Sell
79
-151
-66% -$1.91K ﹤0.01% 3988
2022
Q4
$5K Buy
230
+208
+945% +$4.52K ﹤0.01% 3246
2022
Q3
$0 Hold
22
﹤0.01% 4329
2022
Q2
$0 Buy
+22
New ﹤0.01% 4235
2019
Q1
Sell
-200
Closed -$9K 3469
2018
Q4
$9K Hold
200
﹤0.01% 1388
2018
Q3
$16K Hold
200
﹤0.01% 1024
2018
Q2
$15K Hold
200
﹤0.01% 898
2018
Q1
$15K Hold
200
﹤0.01% 774
2017
Q4
$16K Hold
200
﹤0.01% 763
2017
Q3
$13K Hold
200
﹤0.01% 835
2017
Q2
$11K Hold
200
﹤0.01% 769
2017
Q1
$12K Hold
200
﹤0.01% 716
2016
Q4
$11K Hold
200
﹤0.01% 720
2016
Q3
$11K Buy
+200
New +$11K ﹤0.01% 691