Carson Wealth (CWM LLC)’s Forte Biosciences FBRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3
| Closed | – | – | 4438 |
|
|
2023
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 4237 |
|
|
2023
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 4268 |
|
|
2023
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 4235 |
|
|
2023
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 4125 |
|
|
2022
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 4036 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 3967 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 3857 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 3607 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3515 |
|
|
2021
Q2 | $2K | Hold |
3
| – | – | ﹤0.01% | 2618 |
|
|
2021
Q1 | $2K | Hold |
3
| – | – | ﹤0.01% | 2618 |
|
|
2020
Q4 | $2K | Hold |
3
| – | – | ﹤0.01% | 2618 |
|
|
2020
Q3 | $2K | Hold |
3
| – | – | ﹤0.01% | 2618 |
|
|
2020
Q2 | $2K | Buy |
+3
| New | +$2K | ﹤0.01% | 2618 |
|
|
2020
Q1 | – | Hold |
0
| – | -$2K | – | 2618 |
|
|
2019
Q4 | – | Hold |
0
| – | -$2K | – | 2618 |
|
|
2019
Q3 | – | Hold |
0
| – | -$2K | – | 2618 |
|
|
2019
Q2 | – | Hold |
0
| – | -$2K | – | 2618 |
|
|
2019
Q1 | – | Sell |
-3
| Closed | -$8K | – | 2618 |
|
|
2018
Q4 | $8K | Hold |
3
| – | – | ﹤0.01% | 1400 |
|
|
2018
Q3 | $16K | Hold |
3
| – | – | ﹤0.01% | 1008 |
|
|
2018
Q2 | $9K | Hold |
3
| – | – | ﹤0.01% | 1027 |
|
|
2018
Q1 | $12K | Hold |
3
| – | – | ﹤0.01% | 812 |
|
|
2017
Q4 | $10K | Hold |
3
| – | – | ﹤0.01% | 882 |
|
|
2017
Q3 | $12K | Hold |
3
| – | – | ﹤0.01% | 840 |
|
|
2017
Q2 | $12K | Buy |
+3
| New | +$12K | ﹤0.01% | 738 |
|