Carson Wealth (CWM LLC)’s LendingClub LC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Sell |
1,607
-223
| -12% | -$2.64K | ﹤0.01% | 3944 |
|
|
2025
Q1 | $19K | Buy |
1,830
+405
| +28% | +$4.21K | ﹤0.01% | 3710 |
|
|
2024
Q4 | $23K | Buy |
1,425
+71
| +5% | +$1.15K | ﹤0.01% | 3344 |
|
|
2024
Q3 | $15K | Buy |
1,354
+197
| +17% | +$2.18K | ﹤0.01% | 3545 |
|
|
2024
Q2 | $10K | Buy |
1,157
+63
| +6% | +$545 | ﹤0.01% | 3548 |
|
|
2024
Q1 | $10K | Hold |
1,094
| – | – | ﹤0.01% | 3338 |
|
|
2023
Q4 | $10K | Buy |
1,094
+995
| +1,005% | +$9.1K | ﹤0.01% | 3183 |
|
|
2023
Q3 | $1K | Buy |
99
+70
| +241% | +$707 | ﹤0.01% | 4003 |
|
|
2023
Q2 | $0 | Buy |
29
+13
| +81% | – | ﹤0.01% | 4316 |
|
|
2023
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 4198 |
|
|
2022
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 4106 |
|
|
2022
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 4044 |
|
|
2022
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 3940 |
|
|
2022
Q1 | $0 | Buy |
+16
| New | – | ﹤0.01% | 3690 |
|