Carson Wealth (CWM LLC)’s Flushing Financial FFIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Sell |
13,754
-10,246
| -43% | -$121K | ﹤0.01% | 2353 |
|
|
2025
Q1 | $305K | Buy |
24,000
+10,610
| +79% | +$135K | ﹤0.01% | 1660 |
|
|
2024
Q4 | $191K | Buy |
13,390
+297
| +2% | +$4.24K | ﹤0.01% | 1844 |
|
|
2024
Q3 | $191K | Buy |
13,093
+7,559
| +137% | +$110K | ﹤0.01% | 1778 |
|
|
2024
Q2 | $73K | Buy |
5,534
+2,575
| +87% | +$34K | ﹤0.01% | 2199 |
|
|
2024
Q1 | $37K | Hold |
2,959
| – | – | ﹤0.01% | 2494 |
|
|
2023
Q4 | $49K | Hold |
2,959
| – | – | ﹤0.01% | 2189 |
|
|
2023
Q3 | $39K | Hold |
2,959
| – | – | ﹤0.01% | 2215 |
|
|
2023
Q2 | $36K | Buy |
2,959
+2,944
| +19,627% | +$35.8K | ﹤0.01% | 2222 |
|
|
2023
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 4132 |
|