Carson Wealth (CWM LLC)’s Equillium EQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-300
| Closed | -$1K | – | 4025 |
|
|
2022
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 3631 |
|
|
2022
Q2 | $1K | Hold |
300
| – | – | ﹤0.01% | 3519 |
|
|
2022
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 3316 |
|
|
2021
Q4 | $1K | Buy |
+300
| New | +$1K | ﹤0.01% | 3271 |
|
|
2021
Q2 | $2K | Hold |
300
| – | – | ﹤0.01% | 2616 |
|
|
2021
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 2616 |
|
|
2020
Q4 | $2K | Hold |
300
| – | – | ﹤0.01% | 2616 |
|
|
2020
Q3 | $2K | Hold |
300
| – | – | ﹤0.01% | 2616 |
|
|
2020
Q2 | $2K | Hold |
300
| – | – | ﹤0.01% | 2616 |
|
|
2020
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 2616 |
|
|
2019
Q4 | $2K | Hold |
300
| – | – | ﹤0.01% | 2616 |
|
|
2019
Q3 | $2K | Hold |
300
| – | – | ﹤0.01% | 2616 |
|
|
2019
Q2 | $2K | Hold |
300
| – | – | ﹤0.01% | 2616 |
|
|
2019
Q1 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 2616 |
|