Carson Wealth (CWM LLC)’s Grifois GRFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Sell |
148
-46
| -24% | -$311 | ﹤0.01% | 5000 |
|
|
2025
Q1 | $1K | Sell |
194
-163
| -46% | -$840 | ﹤0.01% | 4900 |
|
|
2024
Q4 | $3K | Buy |
357
+30
| +9% | +$252 | ﹤0.01% | 4407 |
|
|
2024
Q3 | $3K | Buy |
327
+38
| +13% | +$349 | ﹤0.01% | 4274 |
|
|
2024
Q2 | $2K | Buy |
289
+167
| +137% | +$1.16K | ﹤0.01% | 4209 |
|
|
2024
Q1 | $1K | Sell |
122
-641
| -84% | -$5.25K | ﹤0.01% | 4135 |
|
|
2023
Q4 | $9K | Buy |
763
+48
| +7% | +$566 | ﹤0.01% | 3238 |
|
|
2023
Q3 | $7K | Buy |
715
+201
| +39% | +$1.97K | ﹤0.01% | 3291 |
|
|
2023
Q2 | $5K | Buy |
514
+282
| +122% | +$2.74K | ﹤0.01% | 3437 |
|
|
2023
Q1 | $2K | Buy |
232
+8
| +4% | +$69 | ﹤0.01% | 3647 |
|
|
2022
Q4 | $2K | Sell |
224
-553
| -71% | -$4.94K | ﹤0.01% | 3548 |
|
|
2022
Q3 | $5K | Buy |
777
+181
| +30% | +$1.17K | ﹤0.01% | 3065 |
|
|
2022
Q2 | $7K | Buy |
596
+59
| +11% | +$693 | ﹤0.01% | 2795 |
|
|
2022
Q1 | $6K | Sell |
537
-311
| -37% | -$3.48K | ﹤0.01% | 2741 |
|
|
2021
Q4 | $10K | Buy |
+848
| New | +$10K | ﹤0.01% | 2346 |
|
|
2021
Q2 | $4K | Hold |
207
| – | – | ﹤0.01% | 2413 |
|
|
2021
Q1 | $4K | Hold |
207
| – | – | ﹤0.01% | 2413 |
|
|
2020
Q4 | $4K | Hold |
207
| – | – | ﹤0.01% | 2413 |
|
|
2020
Q3 | $4K | Hold |
207
| – | – | ﹤0.01% | 2413 |
|
|
2020
Q2 | $4K | Hold |
207
| – | – | ﹤0.01% | 2413 |
|
|
2020
Q1 | $4K | Hold |
207
| – | – | ﹤0.01% | 2413 |
|
|
2019
Q4 | $4K | Hold |
207
| – | – | ﹤0.01% | 2413 |
|
|
2019
Q3 | $4K | Hold |
207
| – | – | ﹤0.01% | 2413 |
|
|
2019
Q2 | $4K | Hold |
207
| – | – | ﹤0.01% | 2413 |
|
|
2019
Q1 | $4K | Sell |
207
-132,246
| -100% | -$2.56M | ﹤0.01% | 2413 |
|
|
2018
Q4 | $2.43M | Sell |
132,453
-9,808
| -7% | -$180K | 0.06% | 257 |
|
|
2018
Q3 | $3.04M | Buy |
142,261
+34,259
| +32% | +$732K | 0.08% | 224 |
|
|
2018
Q2 | $2.32M | Buy |
108,002
+30,006
| +38% | +$645K | 0.08% | 201 |
|
|
2018
Q1 | $1.65M | Buy |
77,996
+16,559
| +27% | +$351K | 0.07% | 187 |
|
|
2017
Q4 | $1.41M | Sell |
61,437
-40,522
| -40% | -$929K | 0.06% | 205 |
|
|
2017
Q3 | $2.23M | Buy |
101,959
+14,788
| +17% | +$324K | 0.11% | 141 |
|
|
2017
Q2 | $1.84M | Buy |
87,171
+4,884
| +6% | +$103K | 0.09% | 159 |
|
|
2017
Q1 | $1.55M | Buy |
82,287
+7,668
| +10% | +$145K | 0.09% | 161 |
|
|
2016
Q4 | $1.2M | Sell |
74,619
-4,396
| -6% | -$70.6K | 0.07% | 172 |
|
|
2016
Q3 | $1.26M | Buy |
79,015
+4,851
| +7% | +$77.5K | 0.09% | 161 |
|
|
2016
Q2 | $1.24M | Buy |
74,164
+848
| +1% | +$14.1K | 0.09% | 166 |
|
|
2016
Q1 | $1.13M | Buy |
73,316
+4,226
| +6% | +$65.4K | 0.1% | 150 |
|
|
2015
Q4 | $1.12M | Buy |
69,090
+17,368
| +34% | +$281K | 0.11% | 144 |
|
|
2015
Q3 | $786K | Buy |
51,722
+31,126
| +151% | +$473K | 0.08% | 143 |
|
|
2015
Q2 | $319K | Buy |
+20,596
| New | +$319K | 0.03% | 154 |
|