Carson Wealth (CWM LLC)’s eXp World Holdings EXPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Buy |
1,169
+810
| +226% | +$7.62K | ﹤0.01% | 4229 |
|
|
2025
Q1 | $4K | Sell |
359
-168
| -32% | -$1.87K | ﹤0.01% | 4520 |
|
|
2024
Q4 | $6K | Buy |
527
+81
| +18% | +$922 | ﹤0.01% | 4105 |
|
|
2024
Q3 | $6K | Buy |
446
+62
| +16% | +$834 | ﹤0.01% | 3997 |
|
|
2024
Q2 | $4K | Sell |
384
-1,139
| -75% | -$11.9K | ﹤0.01% | 3948 |
|
|
2024
Q1 | $16K | Buy |
1,523
+252
| +20% | +$2.65K | ﹤0.01% | 3037 |
|
|
2023
Q4 | $20K | Sell |
1,271
-176
| -12% | -$2.77K | ﹤0.01% | 2769 |
|
|
2023
Q3 | $23K | Buy |
1,447
+117
| +9% | +$1.86K | ﹤0.01% | 2595 |
|
|
2023
Q2 | $27K | Buy |
1,330
+47
| +4% | +$954 | ﹤0.01% | 2427 |
|
|
2023
Q1 | $16K | Buy |
1,283
+721
| +128% | +$8.99K | ﹤0.01% | 2643 |
|
|
2022
Q4 | $6K | Buy |
562
+510
| +981% | +$5.45K | ﹤0.01% | 3069 |
|
|
2022
Q3 | $1K | Sell |
52
-425
| -89% | -$8.17K | ﹤0.01% | 3636 |
|
|
2022
Q2 | $6K | Buy |
477
+16
| +3% | +$201 | ﹤0.01% | 2869 |
|
|
2022
Q1 | $10K | Sell |
461
-17
| -4% | -$369 | ﹤0.01% | 2462 |
|
|
2021
Q4 | $16K | Buy |
+478
| New | +$16K | ﹤0.01% | 2098 |
|
|
2021
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 2407 |
|
|
2021
Q1 | $4K | Sell |
100
-100
| -50% | -$4K | ﹤0.01% | 2407 |
|
|
2020
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 2407 |
|
|
2020
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 2407 |
|
|
2020
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 2407 |
|
|
2020
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 2407 |
|
|
2019
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 2407 |
|
|
2019
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 2407 |
|
|
2019
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 2407 |
|
|
2019
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 2407 |
|