Carson Wealth (CWM LLC)’s Itron ITRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
2,441
+200
| +9% | +$26.3K | ﹤0.01% | 1813 |
|
|
2025
Q1 | $235K | Sell |
2,241
-757
| -25% | -$79.4K | ﹤0.01% | 1818 |
|
|
2024
Q4 | $326K | Buy |
2,998
+795
| +36% | +$86.4K | ﹤0.01% | 1543 |
|
|
2024
Q3 | $235K | Buy |
2,203
+1,322
| +150% | +$141K | ﹤0.01% | 1674 |
|
|
2024
Q2 | $87K | Buy |
881
+669
| +316% | +$66.1K | ﹤0.01% | 2058 |
|
|
2024
Q1 | $20K | Buy |
212
+10
| +5% | +$943 | ﹤0.01% | 2912 |
|
|
2023
Q4 | $15K | Sell |
202
-32
| -14% | -$2.38K | ﹤0.01% | 2939 |
|
|
2023
Q3 | $14K | Buy |
234
+17
| +8% | +$1.02K | ﹤0.01% | 2917 |
|
|
2023
Q2 | $16K | Sell |
217
-50
| -19% | -$3.69K | ﹤0.01% | 2780 |
|
|
2023
Q1 | $15K | Buy |
267
+97
| +57% | +$5.45K | ﹤0.01% | 2691 |
|
|
2022
Q4 | $9K | Buy |
170
+45
| +36% | +$2.38K | ﹤0.01% | 2857 |
|
|
2022
Q3 | $5K | Sell |
125
-110
| -47% | -$4.4K | ﹤0.01% | 3071 |
|
|
2022
Q2 | $12K | Buy |
235
+67
| +40% | +$3.42K | ﹤0.01% | 2461 |
|
|
2022
Q1 | $9K | Buy |
168
+116
| +223% | +$6.21K | ﹤0.01% | 2537 |
|
|
2021
Q4 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 2834 |
|
|
2021
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 2428 |
|
|
2021
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 2428 |
|
|
2020
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 2428 |
|
|
2020
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 2428 |
|
|
2020
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 2428 |
|
|
2020
Q1 | $4K | Hold |
39
| – | – | ﹤0.01% | 2428 |
|
|
2019
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 2428 |
|
|
2019
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 2428 |
|
|
2019
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 2428 |
|
|
2019
Q1 | $4K | Buy |
39
+27
| +225% | +$2.77K | ﹤0.01% | 2428 |
|
|
2018
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1906 |
|
|
2018
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1678 |
|
|
2018
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1532 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1282 |
|
|
2017
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1364 |
|
|
2017
Q3 | $1K | Sell |
12
-200
| -94% | -$16.7K | ﹤0.01% | 1380 |
|
|
2017
Q2 | $14K | Buy |
212
+200
| +1,667% | +$13.2K | ﹤0.01% | 709 |
|
|
2017
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1066 |
|