Carson Wealth (CWM LLC)’s Enviva Inc. EVA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-164
Closed 5254
2024
Q2
$0 Sell
164
-2,000
-92% ﹤0.01% 5029
2024
Q1
$1K Sell
2,164
-42
-2% -$19 ﹤0.01% 4256
2023
Q4
$2K Sell
2,206
-1,677
-43% -$1.52K ﹤0.01% 3864
2023
Q3
$29K Sell
3,883
-3,361
-46% -$25.1K ﹤0.01% 2437
2023
Q2
$79K Buy
7,244
+6,174
+577% +$67.3K ﹤0.01% 1697
2023
Q1
$31K Sell
1,070
-105
-9% -$3.04K ﹤0.01% 2214
2022
Q4
$62K Buy
1,175
+313
+36% +$16.5K ﹤0.01% 1616
2022
Q3
$52K Buy
862
+552
+178% +$33.3K ﹤0.01% 1638
2022
Q2
$18K Buy
310
+2
+0.6% +$116 ﹤0.01% 2205
2022
Q1
$24K Buy
308
+2
+0.7% +$156 ﹤0.01% 1975
2021
Q4
$22K Buy
+306
New +$22K ﹤0.01% 1953
2021
Q2
$24K Hold
467
﹤0.01% 1718
2021
Q1
$24K Hold
467
﹤0.01% 1718
2020
Q4
$24K Hold
467
﹤0.01% 1718
2020
Q3
$24K Hold
467
﹤0.01% 1718
2020
Q2
$24K Hold
467
﹤0.01% 1718
2020
Q1
$24K Hold
467
﹤0.01% 1718
2019
Q4
$24K Hold
467
﹤0.01% 1718
2019
Q3
$24K Hold
467
﹤0.01% 1718
2019
Q2
$24K Hold
467
﹤0.01% 1718
2019
Q1
$24K Buy
+467
New +$24K ﹤0.01% 1718