Carson Wealth (CWM LLC)’s Klaviyo KVYO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Buy |
3,558
+2,628
| +283% | +$87.9K | ﹤0.01% | 2570 |
|
|
2025
Q1 | $28K | Buy |
930
+646
| +227% | +$19.4K | ﹤0.01% | 3442 |
|
|
2024
Q4 | $12K | Sell |
284
-86
| -23% | -$3.63K | ﹤0.01% | 3765 |
|
|
2024
Q3 | $13K | Sell |
370
-235
| -39% | -$8.26K | ﹤0.01% | 3627 |
|
|
2024
Q2 | $15K | Buy |
605
+40
| +7% | +$992 | ﹤0.01% | 3301 |
|
|
2024
Q1 | $14K | Buy |
565
+196
| +53% | +$4.86K | ﹤0.01% | 3134 |
|
|
2023
Q4 | $10K | Buy |
+369
| New | +$10K | ﹤0.01% | 3181 |
|