Carson Wealth (CWM LLC)’s EVgo EVGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Sell |
31,223
-3,374
| -10% | -$12.3K | ﹤0.01% | 2595 |
|
|
2025
Q1 | $92K | Buy |
34,597
+32,446
| +1,508% | +$86.3K | ﹤0.01% | 2483 |
|
|
2024
Q4 | $9K | Buy |
2,151
+215
| +11% | +$900 | ﹤0.01% | 3918 |
|
|
2024
Q3 | $8K | Buy |
1,936
+1,475
| +320% | +$6.1K | ﹤0.01% | 3882 |
|
|
2024
Q2 | $1K | Buy |
461
+211
| +84% | +$458 | ﹤0.01% | 4373 |
|
|
2024
Q1 | $1K | Buy |
250
+50
| +25% | +$200 | ﹤0.01% | 4126 |
|
|
2023
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 3944 |
|
|
2023
Q3 | $1K | Sell |
200
-939
| -82% | -$4.7K | ﹤0.01% | 3967 |
|
|
2023
Q2 | $5K | Sell |
1,139
-378
| -25% | -$1.66K | ﹤0.01% | 3428 |
|
|
2023
Q1 | $12K | Buy |
1,517
+200
| +15% | +$1.58K | ﹤0.01% | 2843 |
|
|
2022
Q4 | $6K | Buy |
1,317
+1,217
| +1,217% | +$5.54K | ﹤0.01% | 3066 |
|
|
2022
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3634 |
|
|
2022
Q1 | – | Sell |
-50
| Closed | – | – | 3597 |
|
|
2021
Q4 | $0 | Buy |
+50
| New | – | ﹤0.01% | 3509 |
|