Carson Wealth (CWM LLC)’s Logility Supply Chain Solutions, Inc. Common Stock LGTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,137
| Closed | -$59K | – | 5377 |
|
|
2025
Q1 | $59K | Sell |
4,137
-810
| -16% | -$11.6K | ﹤0.01% | 2844 |
|
|
2024
Q4 | $55K | Sell |
4,947
-884
| -15% | -$9.83K | ﹤0.01% | 2735 |
|
|
2024
Q3 | $65K | Buy |
5,831
+5,252
| +907% | +$58.5K | ﹤0.01% | 2497 |
|
|
2024
Q2 | $5K | Sell |
579
-330
| -36% | -$2.85K | ﹤0.01% | 3920 |
|
|
2024
Q1 | $10K | Buy |
909
+680
| +297% | +$7.48K | ﹤0.01% | 3368 |
|
|
2023
Q4 | $3K | Sell |
229
-48
| -17% | -$629 | ﹤0.01% | 3757 |
|
|
2023
Q3 | $3K | Buy |
277
+133
| +92% | +$1.44K | ﹤0.01% | 3726 |
|
|
2023
Q2 | $2K | Buy |
+144
| New | +$2K | ﹤0.01% | 3861 |
|
|
2023
Q1 | – | Sell |
-65
| Closed | -$1K | – | 4373 |
|
|
2022
Q4 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 3878 |
|
|
2022
Q1 | – | Sell |
-15
| Closed | – | – | 3901 |
|
|
2021
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 3651 |
|
|
2018
Q4 | – | Sell |
-72
| Closed | -$1K | – | 2268 |
|
|
2018
Q3 | $1K | Hold |
72
| – | – | ﹤0.01% | 1775 |
|
|
2018
Q2 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 1621 |
|