Carson Wealth (CWM LLC)’s The Lion Electric Company LEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,400
| Closed | -$1K | – | 5248 |
|
|
2024
Q3 | $1K | Hold |
1,400
| – | – | ﹤0.01% | 4771 |
|
|
2024
Q2 | $1K | Buy |
1,400
+1,000
| +250% | +$714 | ﹤0.01% | 4535 |
|
|
2024
Q1 | $1K | Buy |
400
+100
| +33% | +$250 | ﹤0.01% | 4255 |
|
|
2023
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 4067 |
|
|
2023
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 4111 |
|
|
2023
Q2 | $1K | Buy |
300
+100
| +50% | +$333 | ﹤0.01% | 4101 |
|
|
2023
Q1 | $0 | Hold |
200
| – | – | ﹤0.01% | 4381 |
|
|
2022
Q4 | $0 | Hold |
200
| – | – | ﹤0.01% | 4288 |
|
|
2022
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 3805 |
|
|
2022
Q2 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 3678 |
|