Carson Wealth (CWM LLC)’s LifeMD LFMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Sell |
8,005
-1,045
| -12% | -$14.2K | ﹤0.01% | 2636 |
|
|
2025
Q1 | $49K | Buy |
9,050
+1,351
| +18% | +$7.32K | ﹤0.01% | 3013 |
|
|
2024
Q4 | $38K | Sell |
7,699
-3,651
| -32% | -$18K | ﹤0.01% | 2986 |
|
|
2024
Q3 | $59K | Buy |
+11,350
| New | +$59K | ﹤0.01% | 2567 |
|
|
2023
Q3 | – | Sell |
-139
| Closed | -$1K | – | 4354 |
|
|
2023
Q2 | $1K | Sell |
139
-504
| -78% | -$3.63K | ﹤0.01% | 3981 |
|
|
2023
Q1 | $1K | Sell |
643
-12,341
| -95% | -$19.2K | ﹤0.01% | 3853 |
|
|
2022
Q4 | $25K | Sell |
12,984
-433
| -3% | -$834 | ﹤0.01% | 2203 |
|
|
2022
Q3 | $26K | Sell |
13,417
-30
| -0.2% | -$58 | ﹤0.01% | 2055 |
|
|
2022
Q2 | $27K | Buy |
13,447
+1,137
| +9% | +$2.28K | ﹤0.01% | 1944 |
|
|
2022
Q1 | $43K | Buy |
12,310
+2,223
| +22% | +$7.77K | ﹤0.01% | 1665 |
|
|
2021
Q4 | $39K | Buy |
+10,087
| New | +$39K | ﹤0.01% | 1676 |
|
|
2021
Q2 | $91K | Hold |
7,710
| – | – | ﹤0.01% | 1167 |
|
|
2021
Q1 | $91K | Hold |
7,710
| – | – | ﹤0.01% | 1167 |
|
|
2020
Q4 | $91K | Hold |
7,710
| – | – | ﹤0.01% | 1167 |
|
|
2020
Q3 | $91K | Hold |
7,710
| – | – | ﹤0.01% | 1167 |
|
|
2020
Q2 | $91K | Hold |
7,710
| – | – | ﹤0.01% | 1167 |
|
|
2020
Q1 | $91K | Hold |
7,710
| – | – | ﹤0.01% | 1167 |
|
|
2019
Q4 | $91K | Hold |
7,710
| – | – | ﹤0.01% | 1167 |
|
|
2019
Q3 | $91K | Hold |
7,710
| – | – | ﹤0.01% | 1167 |
|
|
2019
Q2 | $91K | Hold |
7,710
| – | – | ﹤0.01% | 1167 |
|
|
2019
Q1 | $91K | Buy |
+7,710
| New | +$91K | ﹤0.01% | 1167 |
|