Carson Wealth (CWM LLC)’s KT KT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83K | Sell |
3,992
-1,018
| -20% | -$21.2K | ﹤0.01% | 2874 |
|
|
2025
Q1 | $89K | Sell |
5,010
-1,966
| -28% | -$34.9K | ﹤0.01% | 2513 |
|
|
2024
Q4 | $108K | Sell |
6,976
-1,399
| -17% | -$21.7K | ﹤0.01% | 2235 |
|
|
2024
Q3 | $129K | Buy |
8,375
+241
| +3% | +$3.71K | ﹤0.01% | 2027 |
|
|
2024
Q2 | $111K | Buy |
8,134
+700
| +9% | +$9.55K | ﹤0.01% | 1900 |
|
|
2024
Q1 | $104K | Buy |
7,434
+565
| +8% | +$7.9K | ﹤0.01% | 1860 |
|
|
2023
Q4 | $92K | Buy |
6,869
+1,037
| +18% | +$13.9K | ﹤0.01% | 1815 |
|
|
2023
Q3 | $75K | Buy |
5,832
+887
| +18% | +$11.4K | ﹤0.01% | 1813 |
|
|
2023
Q2 | $56K | Buy |
4,945
+3,526
| +248% | +$39.9K | ﹤0.01% | 1891 |
|
|
2023
Q1 | $16K | Sell |
1,419
-518
| -27% | -$5.84K | ﹤0.01% | 2653 |
|
|
2022
Q4 | $26K | Buy |
1,937
+1,350
| +230% | +$18.1K | ﹤0.01% | 2176 |
|
|
2022
Q3 | $7K | Hold |
587
| – | – | ﹤0.01% | 2899 |
|
|
2022
Q2 | $8K | Buy |
+587
| New | +$8K | ﹤0.01% | 2701 |
|
|
2022
Q1 | – | Sell |
-103
| Closed | -$1K | – | 3683 |
|
|
2021
Q4 | $1K | Buy |
+103
| New | +$1K | ﹤0.01% | 3305 |
|
|
2021
Q2 | $3K | Hold |
201
| – | – | ﹤0.01% | 2512 |
|
|
2021
Q1 | $3K | Hold |
201
| – | – | ﹤0.01% | 2512 |
|
|
2020
Q4 | $3K | Hold |
201
| – | – | ﹤0.01% | 2512 |
|
|
2020
Q3 | $3K | Hold |
201
| – | – | ﹤0.01% | 2512 |
|
|
2020
Q2 | $3K | Hold |
201
| – | – | ﹤0.01% | 2512 |
|
|
2020
Q1 | $3K | Hold |
201
| – | – | ﹤0.01% | 2512 |
|
|
2019
Q4 | $3K | Hold |
201
| – | – | ﹤0.01% | 2512 |
|
|
2019
Q3 | $3K | Hold |
201
| – | – | ﹤0.01% | 2512 |
|
|
2019
Q2 | $3K | Hold |
201
| – | – | ﹤0.01% | 2512 |
|
|
2019
Q1 | $3K | Sell |
201
-79
| -28% | -$1.18K | ﹤0.01% | 2512 |
|
|
2018
Q4 | $4K | Hold |
280
| – | – | ﹤0.01% | 1590 |
|
|
2018
Q3 | $4K | Sell |
280
-247
| -47% | -$3.53K | ﹤0.01% | 1396 |
|
|
2018
Q2 | $7K | Buy |
527
+463
| +723% | +$6.15K | ﹤0.01% | 1105 |
|
|
2018
Q1 | $1K | Buy |
+64
| New | +$1K | ﹤0.01% | 1290 |
|