Carson Wealth (CWM LLC)’s Eos Energy Enterprises EOSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Buy |
1,519
+59
| +4% | +$311 | ﹤0.01% | 4386 |
|
|
2025
Q1 | $6K | Buy |
1,460
+353
| +32% | +$1.45K | ﹤0.01% | 4346 |
|
|
2024
Q4 | $5K | Hold |
1,107
| – | – | ﹤0.01% | 4186 |
|
|
2024
Q3 | $3K | Sell |
1,107
-17
| -2% | -$46 | ﹤0.01% | 4264 |
|
|
2024
Q2 | $1K | Buy |
1,124
+124
| +12% | +$110 | ﹤0.01% | 4367 |
|
|
2024
Q1 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 4122 |
|
|
2023
Q4 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 3939 |
|
|
2023
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3784 |
|
|
2023
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 3510 |
|
|
2023
Q1 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 3483 |
|
|
2022
Q4 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 3730 |
|
|
2022
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3440 |
|
|
2022
Q2 | $1K | Sell |
1,000
-150
| -13% | -$150 | ﹤0.01% | 3518 |
|
|
2022
Q1 | $5K | Buy |
1,150
+150
| +15% | +$652 | ﹤0.01% | 2814 |
|
|
2021
Q4 | $8K | Buy |
+1,000
| New | +$8K | ﹤0.01% | 2468 |
|
|
2021
Q2 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1829 |
|
|
2021
Q1 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1829 |
|
|
2020
Q4 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1829 |
|
|
2020
Q3 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1829 |
|
|
2020
Q2 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1829 |
|
|
2020
Q1 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1829 |
|
|
2019
Q4 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1829 |
|
|
2019
Q3 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1829 |
|
|
2019
Q2 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1829 |
|
|
2019
Q1 | $18K | Buy |
+1,000
| New | +$18K | ﹤0.01% | 1829 |
|