Carson Wealth (CWM LLC)’s iQIYI IQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Hold |
2,890
| – | – | ﹤0.01% | 4615 |
|
|
2025
Q1 | $7K | Buy |
2,890
+728
| +34% | +$1.76K | ﹤0.01% | 4283 |
|
|
2024
Q4 | $4K | Sell |
2,162
-1,800
| -45% | -$3.33K | ﹤0.01% | 4317 |
|
|
2024
Q3 | $11K | Buy |
3,962
+1,860
| +88% | +$5.16K | ﹤0.01% | 3735 |
|
|
2024
Q2 | $8K | Hold |
2,102
| – | – | ﹤0.01% | 3665 |
|
|
2024
Q1 | $9K | Buy |
2,102
+601
| +40% | +$2.57K | ﹤0.01% | 3398 |
|
|
2023
Q4 | $7K | Buy |
1,501
+316
| +27% | +$1.47K | ﹤0.01% | 3346 |
|
|
2023
Q3 | $6K | Buy |
1,185
+84
| +8% | +$425 | ﹤0.01% | 3371 |
|
|
2023
Q2 | $6K | Buy |
1,101
+253
| +30% | +$1.38K | ﹤0.01% | 3352 |
|
|
2023
Q1 | $6K | Sell |
848
-302
| -26% | -$2.14K | ﹤0.01% | 3208 |
|
|
2022
Q4 | $6K | Sell |
1,150
-106
| -8% | -$553 | ﹤0.01% | 3081 |
|
|
2022
Q3 | $3K | Buy |
1,256
+1,056
| +528% | +$2.52K | ﹤0.01% | 3307 |
|
|
2022
Q2 | $1K | Sell |
200
-292
| -59% | -$1.46K | ﹤0.01% | 3547 |
|
|
2022
Q1 | $2K | Buy |
492
+44
| +10% | +$179 | ﹤0.01% | 3172 |
|
|
2021
Q4 | $2K | Buy |
+448
| New | +$2K | ﹤0.01% | 3120 |
|
|
2021
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 2507 |
|
|
2021
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 2507 |
|
|
2020
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 2507 |
|
|
2020
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 2507 |
|
|
2020
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 2507 |
|
|
2020
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 2507 |
|
|
2019
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 2507 |
|
|
2019
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 2507 |
|
|
2019
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 2507 |
|
|
2019
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 2507 |
|
|
2018
Q4 | – | Sell |
-750
| Closed | -$20K | – | 2168 |
|
|
2018
Q3 | $20K | Buy |
+750
| New | +$20K | ﹤0.01% | 948 |
|