Carson Wealth (CWM LLC)’s James River Group JRVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95K | Sell |
16,239
-4,663
| -22% | -$27.3K | ﹤0.01% | 2776 |
|
|
2025
Q1 | $88K | Sell |
20,902
-8,665
| -29% | -$36.5K | ﹤0.01% | 2522 |
|
|
2024
Q4 | $144K | Sell |
29,567
-9,323
| -24% | -$45.4K | ﹤0.01% | 2044 |
|
|
2024
Q3 | $244K | Buy |
38,890
+11,254
| +41% | +$70.6K | ﹤0.01% | 1649 |
|
|
2024
Q2 | $214K | Buy |
27,636
+26,256
| +1,903% | +$203K | ﹤0.01% | 1554 |
|
|
2024
Q1 | $13K | Buy |
1,380
+1,039
| +305% | +$9.79K | ﹤0.01% | 3184 |
|
|
2023
Q4 | $3K | Sell |
341
-233
| -41% | -$2.05K | ﹤0.01% | 3706 |
|
|
2023
Q3 | $9K | Buy |
574
+549
| +2,196% | +$8.61K | ﹤0.01% | 3192 |
|
|
2023
Q2 | $0 | Sell |
25
-50
| -67% | – | ﹤0.01% | 4307 |
|
|
2023
Q1 | $2K | Sell |
75
-162
| -68% | -$4.32K | ﹤0.01% | 3657 |
|
|
2022
Q4 | $5K | Sell |
237
-61
| -20% | -$1.29K | ﹤0.01% | 3186 |
|
|
2022
Q3 | $7K | Buy |
298
+61
| +26% | +$1.43K | ﹤0.01% | 2897 |
|
|
2022
Q2 | $6K | Hold |
237
| – | – | ﹤0.01% | 2889 |
|
|
2022
Q1 | $6K | Buy |
+237
| New | +$6K | ﹤0.01% | 2750 |
|
|
2019
Q1 | – | Sell |
-30
| Closed | -$1K | – | 3083 |
|
|
2018
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1912 |
|