Carson Wealth (CWM LLC)’s Fluence Energy FLNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
38,377
-2,254
| -6% | -$15.2K | ﹤0.01% | 1959 |
|
|
2025
Q1 | $197K | Buy |
40,631
+39,809
| +4,843% | +$193K | ﹤0.01% | 1927 |
|
|
2024
Q4 | $13K | Sell |
822
-2,020
| -71% | -$31.9K | ﹤0.01% | 3707 |
|
|
2024
Q3 | $65K | Buy |
2,842
+1,767
| +164% | +$40.4K | ﹤0.01% | 2487 |
|
|
2024
Q2 | $19K | Buy |
1,075
+221
| +26% | +$3.91K | ﹤0.01% | 3137 |
|
|
2024
Q1 | $15K | Buy |
854
+635
| +290% | +$11.2K | ﹤0.01% | 3086 |
|
|
2023
Q4 | $5K | Sell |
219
-38
| -15% | -$868 | ﹤0.01% | 3501 |
|
|
2023
Q3 | $6K | Buy |
257
+50
| +24% | +$1.17K | ﹤0.01% | 3359 |
|
|
2023
Q2 | $6K | Hold |
207
| – | – | ﹤0.01% | 3339 |
|
|
2023
Q1 | $4K | Hold |
207
| – | – | ﹤0.01% | 3378 |
|
|
2022
Q4 | $4K | Buy |
+207
| New | +$4K | ﹤0.01% | 3287 |
|