Carson Wealth (CWM LLC)’s LifeVantage LFVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$21K Buy
2025
Q2
$21K Hold
2025
Q1
$23K Hold
2024
Q4
$28K Buy
2024
Q3
$17K Buy
2022
Q1
Sell
2021
Q4
$10K Buy
2021
Q2
$11K Hold
2021
Q1
$11K Hold
2020
Q4
$11K Hold
2020
Q3
$11K Hold
2020
Q2
$11K Hold
2020
Q1
$11K Hold
2019
Q4
$11K Hold
2019
Q3
$11K Hold
2019
Q2
$11K Hold
2019
Q1
$11K Buy