Carson Wealth (CWM LLC)’s LoveSac LOVE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$26K Buy
1,410
+227
+19% +$4.19K ﹤0.01% 3739
2025
Q1
$22K Sell
1,183
-446
-27% -$8.29K ﹤0.01% 3604
2024
Q4
$39K Buy
1,629
+761
+88% +$18.2K ﹤0.01% 2974
2024
Q3
$25K Sell
868
-244
-22% -$7.03K ﹤0.01% 3225
2024
Q2
$25K Sell
1,112
-149
-12% -$3.35K ﹤0.01% 2969
2024
Q1
$28K Buy
1,261
+1,019
+421% +$22.6K ﹤0.01% 2675
2023
Q4
$6K Sell
242
-246
-50% -$6.1K ﹤0.01% 3439
2023
Q3
$10K Buy
488
+324
+198% +$6.64K ﹤0.01% 3135
2023
Q2
$4K Buy
164
+5
+3% +$122 ﹤0.01% 3534
2023
Q1
$5K Sell
159
-93
-37% -$2.93K ﹤0.01% 3300
2022
Q4
$6K Buy
252
+162
+180% +$3.86K ﹤0.01% 3085
2022
Q3
$2K Sell
90
-272
-75% -$6.04K ﹤0.01% 3481
2022
Q2
$10K Buy
362
+345
+2,029% +$9.53K ﹤0.01% 2585
2022
Q1
$1K Buy
+17
New +$1K ﹤0.01% 3353