Carson Wealth (CWM LLC)’s Openlane KAR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $116K | Buy |
4,756
+558
| +13% | +$13.6K | ﹤0.01% | 2586 |
|
2025
Q1 | $81K | Buy |
4,198
+1,077
| +35% | +$20.8K | ﹤0.01% | 2592 |
|
2024
Q4 | $62K | Buy |
3,121
+1,365
| +78% | +$27.1K | ﹤0.01% | 2630 |
|
2024
Q3 | $30K | Buy |
1,756
+1,383
| +371% | +$23.6K | ﹤0.01% | 3092 |
|
2024
Q2 | $6K | Buy |
373
+339
| +997% | +$5.45K | ﹤0.01% | 3783 |
|
2024
Q1 | $1K | Buy |
34
+13
| +62% | +$382 | ﹤0.01% | 4152 |
|
2023
Q4 | $0 | Sell |
21
-195
| -90% | – | ﹤0.01% | 4324 |
|
2023
Q3 | $3K | Hold |
216
| – | – | ﹤0.01% | 3674 |
|
2023
Q2 | $3K | Buy |
216
+53
| +33% | +$736 | ﹤0.01% | 3646 |
|
2023
Q1 | $2K | Sell |
163
-155
| -49% | -$1.9K | ﹤0.01% | 3658 |
|
2022
Q4 | $4K | Buy |
318
+156
| +96% | +$1.96K | ﹤0.01% | 3298 |
|
2022
Q3 | $2K | Sell |
162
-467
| -74% | -$5.77K | ﹤0.01% | 3474 |
|
2022
Q2 | $9K | Buy |
629
+400
| +175% | +$5.72K | ﹤0.01% | 2639 |
|
2022
Q1 | $4K | Buy |
229
+67
| +41% | +$1.17K | ﹤0.01% | 2927 |
|
2021
Q4 | $3K | Buy |
+162
| New | +$3K | ﹤0.01% | 2980 |
|
2021
Q2 | $8K | Hold |
454
| – | – | ﹤0.01% | 2184 |
|
2021
Q1 | $8K | Hold |
454
| – | – | ﹤0.01% | 2184 |
|
2020
Q4 | $8K | Hold |
454
| – | – | ﹤0.01% | 2184 |
|
2020
Q3 | $8K | Hold |
454
| – | – | ﹤0.01% | 2184 |
|
2020
Q2 | $8K | Hold |
454
| – | – | ﹤0.01% | 2184 |
|
2020
Q1 | $8K | Hold |
454
| – | – | ﹤0.01% | 2184 |
|
2019
Q4 | $8K | Hold |
454
| – | – | ﹤0.01% | 2184 |
|
2019
Q3 | $8K | Hold |
454
| – | – | ﹤0.01% | 2184 |
|
2019
Q2 | $8K | Sell |
454
-745
| -62% | -$13.1K | ﹤0.01% | 2184 |
|
2019
Q1 | $8K | Buy |
1,199
+1,151
| +2,398% | +$7.68K | ﹤0.01% | 2184 |
|
2018
Q4 | $1K | Sell |
48
-60
| -56% | -$1.25K | ﹤0.01% | 1914 |
|
2018
Q3 | $2K | Buy |
108
+26
| +32% | +$481 | ﹤0.01% | 1529 |
|
2018
Q2 | $2K | Hold |
82
| – | – | ﹤0.01% | 1385 |
|
2018
Q1 | $2K | Buy |
+82
| New | +$2K | ﹤0.01% | 1183 |
|
2017
Q4 | – | Sell |
-460
| Closed | -$8K | – | 1515 |
|
2017
Q3 | $8K | Buy |
+460
| New | +$8K | ﹤0.01% | 943 |
|