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 |
|