Carson Wealth (CWM LLC)’s Haverty Furniture Companies HVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67K | Sell |
3,308
-1,337
| -29% | -$27.1K | ﹤0.01% | 3042 |
|
|
2025
Q1 | $92K | Buy |
4,645
+2,879
| +163% | +$57K | ﹤0.01% | 2486 |
|
|
2024
Q4 | $39K | Buy |
1,766
+735
| +71% | +$16.2K | ﹤0.01% | 2971 |
|
|
2024
Q3 | $28K | Buy |
1,031
+488
| +90% | +$13.3K | ﹤0.01% | 3142 |
|
|
2024
Q2 | $14K | Buy |
543
+464
| +587% | +$12K | ﹤0.01% | 3340 |
|
|
2024
Q1 | $3K | Buy |
79
+74
| +1,480% | +$2.81K | ﹤0.01% | 3844 |
|
|
2023
Q4 | $0 | Sell |
5
-71
| -93% | – | ﹤0.01% | 4300 |
|
|
2023
Q3 | $2K | Sell |
76
-14
| -16% | -$368 | ﹤0.01% | 3808 |
|
|
2023
Q2 | $3K | Sell |
90
-39
| -30% | -$1.3K | ﹤0.01% | 3635 |
|
|
2023
Q1 | $4K | Buy |
129
+44
| +52% | +$1.36K | ﹤0.01% | 3390 |
|
|
2022
Q4 | $3K | Hold |
85
| – | – | ﹤0.01% | 3413 |
|
|
2022
Q3 | $2K | Buy |
85
+49
| +136% | +$1.15K | ﹤0.01% | 3466 |
|
|
2022
Q2 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 3542 |
|