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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21K Hold
1,579
﹤0.01% 3874
2025
Q1
$23K Hold
1,579
﹤0.01% 3571
2024
Q4
$28K Buy
1,579
+200
+15% +$3.55K ﹤0.01% 3222
2024
Q3
$17K Buy
+1,379
New +$17K ﹤0.01% 3462
2022
Q1
Sell
-1,558
Closed -$10K 3696
2021
Q4
$10K Buy
+1,558
New +$10K ﹤0.01% 2349
2021
Q2
$11K Hold
1,558
﹤0.01% 2057
2021
Q1
$11K Hold
1,558
﹤0.01% 2057
2020
Q4
$11K Hold
1,558
﹤0.01% 2057
2020
Q3
$11K Hold
1,558
﹤0.01% 2057
2020
Q2
$11K Hold
1,558
﹤0.01% 2057
2020
Q1
$11K Hold
1,558
﹤0.01% 2057
2019
Q4
$11K Hold
1,558
﹤0.01% 2057
2019
Q3
$11K Hold
1,558
﹤0.01% 2057
2019
Q2
$11K Hold
1,558
﹤0.01% 2057
2019
Q1
$11K Buy
+1,558
New +$11K ﹤0.01% 2057