Carson Wealth (CWM LLC)’s IDT Corp IDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Sell |
1,784
-40
| -2% | -$2.74K | ﹤0.01% | 2554 |
|
|
2025
Q1 | $94K | Sell |
1,824
-62
| -3% | -$3.2K | ﹤0.01% | 2473 |
|
|
2024
Q4 | $90K | Buy |
1,886
+563
| +43% | +$26.9K | ﹤0.01% | 2351 |
|
|
2024
Q3 | $50K | Sell |
1,323
-474
| -26% | -$17.9K | ﹤0.01% | 2694 |
|
|
2024
Q2 | $65K | Buy |
1,797
+624
| +53% | +$22.6K | ﹤0.01% | 2279 |
|
|
2024
Q1 | $44K | Buy |
1,173
+156
| +15% | +$5.85K | ﹤0.01% | 2376 |
|
|
2023
Q4 | $35K | Sell |
1,017
-98
| -9% | -$3.37K | ﹤0.01% | 2391 |
|
|
2023
Q3 | $25K | Buy |
1,115
+170
| +18% | +$3.81K | ﹤0.01% | 2524 |
|
|
2023
Q2 | $24K | Buy |
945
+195
| +26% | +$4.95K | ﹤0.01% | 2510 |
|
|
2023
Q1 | $26K | Hold |
750
| – | – | ﹤0.01% | 2317 |
|
|
2022
Q4 | $21K | Hold |
750
| – | – | ﹤0.01% | 2324 |
|
|
2022
Q3 | $19K | Hold |
750
| – | – | ﹤0.01% | 2250 |
|
|
2022
Q2 | $19K | Hold |
750
| – | – | ﹤0.01% | 2145 |
|
|
2022
Q1 | $26K | Hold |
750
| – | – | ﹤0.01% | 1917 |
|
|
2021
Q4 | $33K | Buy |
+750
| New | +$33K | ﹤0.01% | 1748 |
|
|
2021
Q2 | $28K | Hold |
750
| – | – | ﹤0.01% | 1640 |
|
|
2021
Q1 | $28K | Hold |
750
| – | – | ﹤0.01% | 1640 |
|
|
2020
Q4 | $28K | Hold |
750
| – | – | ﹤0.01% | 1640 |
|
|
2020
Q3 | $28K | Hold |
750
| – | – | ﹤0.01% | 1640 |
|
|
2020
Q2 | $28K | Hold |
750
| – | – | ﹤0.01% | 1640 |
|
|
2020
Q1 | $28K | Hold |
750
| – | – | ﹤0.01% | 1640 |
|
|
2019
Q4 | $28K | Hold |
750
| – | – | ﹤0.01% | 1640 |
|
|
2019
Q3 | $28K | Hold |
750
| – | – | ﹤0.01% | 1640 |
|
|
2019
Q2 | $28K | Hold |
750
| – | – | ﹤0.01% | 1640 |
|
|
2019
Q1 | $28K | Buy |
+750
| New | +$28K | ﹤0.01% | 1640 |
|
|
2016
Q3 | – | Sell |
-53
| Closed | -$1K | – | 1021 |
|
|
2016
Q2 | $1K | Sell |
53
-11
| -17% | -$208 | ﹤0.01% | 742 |
|
|
2016
Q1 | $1K | Hold |
64
| – | – | ﹤0.01% | 709 |
|
|
2015
Q4 | $1K | Hold |
64
| – | – | ﹤0.01% | 642 |
|
|
2015
Q3 | $1K | Buy |
+64
| New | +$1K | ﹤0.01% | 606 |
|
|
2014
Q1 | – | Sell |
-64
| Closed | -$1K | – | 283 |
|
|
2013
Q4 | $1K | Hold |
64
| – | – | ﹤0.01% | 557 |
|
|
2013
Q3 | $1K | Buy |
+64
| New | +$1K | ﹤0.01% | 434 |
|