Carson Wealth (CWM LLC)’s KVH Industries KVHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Buy |
+68
| New | – | ﹤0.01% | 5211 |
|
|
2024
Q3 | – | Sell |
-1,499
| Closed | -$7K | – | 4985 |
|
|
2024
Q2 | $7K | Buy |
1,499
+61
| +4% | +$285 | ﹤0.01% | 3715 |
|
|
2024
Q1 | $7K | Buy |
1,438
+866
| +151% | +$4.22K | ﹤0.01% | 3513 |
|
|
2023
Q4 | $3K | Sell |
572
-2,121
| -79% | -$11.1K | ﹤0.01% | 3707 |
|
|
2023
Q3 | $14K | Buy |
2,693
+2,388
| +783% | +$12.4K | ﹤0.01% | 2924 |
|
|
2023
Q2 | $3K | Buy |
+305
| New | +$3K | ﹤0.01% | 3647 |
|
|
2022
Q2 | – | Sell |
-1,277
| Closed | -$12K | – | 3934 |
|
|
2022
Q1 | $12K | Sell |
1,277
-5,124
| -80% | -$48.2K | ﹤0.01% | 2373 |
|
|
2021
Q4 | $59K | Buy |
+6,401
| New | +$59K | ﹤0.01% | 1504 |
|
|
2021
Q2 | $76K | Hold |
6,173
| – | – | ﹤0.01% | 1234 |
|
|
2021
Q1 | $76K | Hold |
6,173
| – | – | ﹤0.01% | 1234 |
|
|
2020
Q4 | $76K | Hold |
6,173
| – | – | ﹤0.01% | 1234 |
|
|
2020
Q3 | $76K | Hold |
6,173
| – | – | ﹤0.01% | 1234 |
|
|
2020
Q2 | $76K | Hold |
6,173
| – | – | ﹤0.01% | 1234 |
|
|
2020
Q1 | $76K | Hold |
6,173
| – | – | ﹤0.01% | 1234 |
|
|
2019
Q4 | $76K | Hold |
6,173
| – | – | ﹤0.01% | 1234 |
|
|
2019
Q3 | $76K | Hold |
6,173
| – | – | ﹤0.01% | 1234 |
|
|
2019
Q2 | $76K | Hold |
6,173
| – | – | ﹤0.01% | 1234 |
|
|
2019
Q1 | $76K | Buy |
+6,173
| New | +$76K | ﹤0.01% | 1234 |
|