Carson Wealth (CWM LLC)’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
4,595
+3,314
| +259% | +$165K | ﹤0.01% | 2057 |
|
|
2025
Q1 | $42K | Buy |
1,281
+542
| +73% | +$17.8K | ﹤0.01% | 3108 |
|
|
2024
Q4 | $28K | Sell |
739
-101
| -12% | -$3.83K | ﹤0.01% | 3217 |
|
|
2024
Q3 | $28K | Sell |
840
-70
| -8% | -$2.33K | ﹤0.01% | 3138 |
|
|
2024
Q2 | $27K | Buy |
910
+1
| +0.1% | +$30 | ﹤0.01% | 2911 |
|
|
2024
Q1 | $26K | Sell |
909
-1,226
| -57% | -$35.1K | ﹤0.01% | 2725 |
|
|
2023
Q4 | $49K | Buy |
2,135
+1,026
| +93% | +$23.5K | ﹤0.01% | 2190 |
|
|
2023
Q3 | $23K | Sell |
1,109
-616
| -36% | -$12.8K | ﹤0.01% | 2598 |
|
|
2023
Q2 | $36K | Sell |
1,725
-1,538
| -47% | -$32.1K | ﹤0.01% | 2223 |
|
|
2023
Q1 | $57K | Sell |
3,263
-2,387
| -42% | -$41.7K | ﹤0.01% | 1783 |
|
|
2022
Q4 | $91K | Buy |
5,650
+5,109
| +944% | +$82.3K | ﹤0.01% | 1418 |
|
|
2022
Q3 | $7K | Hold |
541
| – | – | ﹤0.01% | 2887 |
|
|
2022
Q2 | $6K | Hold |
541
| – | – | ﹤0.01% | 2872 |
|
|
2022
Q1 | $8K | Sell |
541
-489
| -47% | -$7.23K | ﹤0.01% | 2610 |
|
|
2021
Q4 | $14K | Buy |
+1,030
| New | +$14K | ﹤0.01% | 2163 |
|
|
2021
Q2 | $7K | Hold |
541
| – | – | ﹤0.01% | 2233 |
|
|
2021
Q1 | $7K | Hold |
541
| – | – | ﹤0.01% | 2233 |
|
|
2020
Q4 | $7K | Hold |
541
| – | – | ﹤0.01% | 2233 |
|
|
2020
Q3 | $7K | Hold |
541
| – | – | ﹤0.01% | 2233 |
|
|
2020
Q2 | $7K | Hold |
541
| – | – | ﹤0.01% | 2233 |
|
|
2020
Q1 | $7K | Hold |
541
| – | – | ﹤0.01% | 2233 |
|
|
2019
Q4 | $7K | Hold |
541
| – | – | ﹤0.01% | 2233 |
|
|
2019
Q3 | $7K | Hold |
541
| – | – | ﹤0.01% | 2233 |
|
|
2019
Q2 | $7K | Hold |
541
| – | – | ﹤0.01% | 2233 |
|
|
2019
Q1 | $7K | Buy |
541
+195
| +56% | +$2.52K | ﹤0.01% | 2233 |
|
|
2018
Q4 | $2K | Sell |
346
-782
| -69% | -$4.52K | ﹤0.01% | 1743 |
|
|
2018
Q3 | $11K | Hold |
1,128
| – | – | ﹤0.01% | 1126 |
|
|
2018
Q2 | $12K | Buy |
1,128
+649
| +135% | +$6.9K | ﹤0.01% | 946 |
|
|
2018
Q1 | $6K | Buy |
479
+133
| +38% | +$1.67K | ﹤0.01% | 964 |
|
|
2017
Q4 | $5K | Hold |
346
| – | – | ﹤0.01% | 1084 |
|
|
2017
Q3 | $4K | Sell |
346
-453
| -57% | -$5.24K | ﹤0.01% | 1131 |
|
|
2017
Q2 | $10K | Hold |
799
| – | – | ﹤0.01% | 774 |
|
|
2017
Q1 | $10K | Buy |
799
+583
| +270% | +$7.3K | ﹤0.01% | 747 |
|
|
2016
Q4 | $2K | Buy |
+216
| New | +$2K | ﹤0.01% | 978 |
|