Carson Wealth (CWM LLC)’s ESS Tech GWH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Hold |
2,666
| – | – | ﹤0.01% | 4676 |
|
|
2025
Q1 | $9K | Hold |
2,666
| – | – | ﹤0.01% | 4151 |
|
|
2024
Q4 | $16K | Hold |
2,666
| – | – | ﹤0.01% | 3583 |
|
|
2024
Q3 | $17K | Sell |
2,666
-75
| -3% | -$478 | ﹤0.01% | 3456 |
|
|
2024
Q2 | $34K | Buy |
+2,741
| New | +$34K | ﹤0.01% | 2751 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | – | – | 4155 |
|
|
2022
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 4073 |
|