Carson Wealth (CWM LLC)’s Lineage Cell Therapeutics LCTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Buy |
18,568
+14,129
| +318% | +$12.9K | ﹤0.01% | 4002 |
|
|
2025
Q1 | $2K | Buy |
4,439
+2,681
| +153% | +$1.21K | ﹤0.01% | 4765 |
|
|
2024
Q4 | $1K | Sell |
1,758
-528
| -23% | -$300 | ﹤0.01% | 4734 |
|
|
2024
Q3 | $2K | Buy |
2,286
+643
| +39% | +$563 | ﹤0.01% | 4412 |
|
|
2024
Q2 | $2K | Buy |
1,643
+130
| +9% | +$158 | ﹤0.01% | 4224 |
|
|
2024
Q1 | $2K | Buy |
+1,513
| New | +$2K | ﹤0.01% | 3999 |
|
|
2022
Q1 | – | Sell |
-35
| Closed | – | – | 3691 |
|
|
2021
Q4 | $0 | Buy |
+35
| New | – | ﹤0.01% | 3557 |
|
|
2019
Q1 | – | Sell |
-15,200
| Closed | -$14K | – | 3098 |
|
|
2018
Q4 | $14K | Sell |
15,200
-2,174
| -13% | -$2K | ﹤0.01% | 1227 |
|
|
2018
Q3 | $36K | Hold |
17,374
| – | – | ﹤0.01% | 817 |
|
|
2018
Q2 | $31K | Buy |
+17,374
| New | +$31K | ﹤0.01% | 734 |
|