Carson Wealth (CWM LLC)’s Karat Packaging KRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Buy |
343
+1
| +0.3% | +$29 | ﹤0.01% | 4292 |
|
|
2025
Q1 | $9K | Buy |
342
+147
| +75% | +$3.87K | ﹤0.01% | 4161 |
|
|
2024
Q4 | $6K | Buy |
195
+55
| +39% | +$1.69K | ﹤0.01% | 4122 |
|
|
2024
Q3 | $4K | Sell |
140
-411
| -75% | -$11.7K | ﹤0.01% | 4188 |
|
|
2024
Q2 | $16K | Buy |
551
+184
| +50% | +$5.34K | ﹤0.01% | 3265 |
|
|
2024
Q1 | $10K | Buy |
+367
| New | +$10K | ﹤0.01% | 3337 |
|