Carson Wealth (CWM LLC)’s Paragon 28, Inc. FNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,400
| Closed | -$18K | – | 5378 |
|
|
2025
Q1 | $18K | Buy |
1,400
+175
| +14% | +$2.18K | ﹤0.01% | 3777 |
|
|
2024
Q4 | $13K | Buy |
1,225
+585
| +91% | +$4.72K | ﹤0.01% | 3736 |
|
|
2024
Q3 | $4K | Sell |
640
-225
| -26% | -$1.7K | ﹤0.01% | 4231 |
|
|
2024
Q2 | $6K | Sell |
865
-354
| -29% | -$2.99K | ﹤0.01% | 3823 |
|
|
2024
Q1 | $15K | Sell |
1,219
-153
| -11% | -$1.82K | ﹤0.01% | 3116 |
|
|
2023
Q4 | $17K | Buy |
1,372
+872
| +174% | +$9.22K | ﹤0.01% | 2891 |
|
|
2023
Q3 | $6K | Sell |
500
-16
| -3% | -$241 | ﹤0.01% | 3410 |
|
|
2023
Q2 | $9K | Hold |
516
| – | – | ﹤0.01% | 3168 |
|
|
2023
Q1 | $9K | Buy |
516
+16
| +3% | +$285 | ﹤0.01% | 3042 |
|
|
2022
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 2826 |
|
|
2022
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 2778 |
|
|
2022
Q2 | $8K | Buy |
+500
| New | +$8.41K | ﹤0.01% | 2755 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$9K | – | 3928 |
|
|
2021
Q4 | $9K | Buy |
+500
| New | +$9.64K | ﹤0.01% | 2445 |
|
