Carson Wealth (CWM LLC)’s EVI Industries EVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Sell |
155
-1,572
| -91% | -$30.4K | ﹤0.01% | 4755 |
|
|
2025
Q1 | $29K | Sell |
1,727
-892
| -34% | -$15K | ﹤0.01% | 3406 |
|
|
2024
Q4 | $43K | Buy |
2,619
+2,519
| +2,519% | +$41.4K | ﹤0.01% | 2911 |
|
|
2024
Q3 | $2K | Buy |
100
+79
| +376% | +$1.58K | ﹤0.01% | 4379 |
|
|
2024
Q2 | $0 | Buy |
+21
| New | – | ﹤0.01% | 4672 |
|
|
2023
Q3 | – | Sell |
-68
| Closed | -$1K | – | 4260 |
|
|
2023
Q2 | $1K | Hold |
68
| – | – | ﹤0.01% | 3942 |
|
|
2023
Q1 | $1K | Sell |
68
-134
| -66% | -$1.97K | ﹤0.01% | 3810 |
|
|
2022
Q4 | $5K | Buy |
+202
| New | +$5K | ﹤0.01% | 3154 |
|