Carson Wealth (CWM LLC)’s Evolution Petroleum EPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Sell |
1,002
-74
| -7% | -$369 | ﹤0.01% | 4597 |
|
|
2025
Q1 | $6K | Buy |
1,076
+247
| +30% | +$1.38K | ﹤0.01% | 4347 |
|
|
2024
Q4 | $4K | Buy |
829
+486
| +142% | +$2.35K | ﹤0.01% | 4294 |
|
|
2024
Q3 | $2K | Buy |
343
+91
| +36% | +$531 | ﹤0.01% | 4375 |
|
|
2024
Q2 | $1K | Buy |
252
+82
| +48% | +$325 | ﹤0.01% | 4368 |
|
|
2024
Q1 | $1K | Sell |
170
-437
| -72% | -$2.57K | ﹤0.01% | 4123 |
|
|
2023
Q4 | $4K | Buy |
607
+459
| +310% | +$3.03K | ﹤0.01% | 3590 |
|
|
2023
Q3 | $1K | Sell |
148
-2,397
| -94% | -$16.2K | ﹤0.01% | 3963 |
|
|
2023
Q2 | $21K | Buy |
+2,545
| New | +$21K | ﹤0.01% | 2592 |
|