Carson Wealth (CWM LLC)’s Integral Ad Science IAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75K | Buy |
9,019
+8,350
| +1,248% | +$69.4K | ﹤0.01% | 2951 |
|
|
2025
Q1 | $5K | Sell |
669
-1,607
| -71% | -$12K | ﹤0.01% | 4448 |
|
|
2024
Q4 | $24K | Sell |
2,276
-1,849
| -45% | -$19.5K | ﹤0.01% | 3315 |
|
|
2024
Q3 | $45K | Buy |
4,125
+3,727
| +936% | +$40.7K | ﹤0.01% | 2766 |
|
|
2024
Q2 | $4K | Buy |
398
+199
| +100% | +$2K | ﹤0.01% | 3961 |
|
|
2024
Q1 | $2K | Hold |
199
| – | – | ﹤0.01% | 3987 |
|
|
2023
Q4 | $3K | Hold |
199
| – | – | ﹤0.01% | 3697 |
|
|
2023
Q3 | $2K | Hold |
199
| – | – | ﹤0.01% | 3812 |
|
|
2023
Q2 | $4K | Hold |
199
| – | – | ﹤0.01% | 3526 |
|
|
2023
Q1 | $3K | Sell |
199
-13
| -6% | -$196 | ﹤0.01% | 3509 |
|
|
2022
Q4 | $2K | Sell |
212
-352
| -62% | -$3.32K | ﹤0.01% | 3559 |
|
|
2022
Q3 | $4K | Buy |
564
+361
| +178% | +$2.56K | ﹤0.01% | 3173 |
|
|
2022
Q2 | $2K | Buy |
+203
| New | +$2K | ﹤0.01% | 3342 |
|