Carson Wealth (CWM LLC)’s LGL Group LGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-500
| Closed | -$3K | – | 5037 |
|
|
2024
Q3 | $3K | Hold |
500
| – | – | ﹤0.01% | 4286 |
|
|
2024
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 4081 |
|
|
2024
Q1 | $3K | Hold |
500
| – | – | ﹤0.01% | 3855 |
|
|
2023
Q4 | $3K | Hold |
500
| – | – | ﹤0.01% | 3712 |
|
|
2023
Q3 | $2K | Buy |
+500
| New | +$2K | ﹤0.01% | 3822 |
|