Carson Wealth (CWM LLC)’s LivePerson LPSN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Hold |
6,888
| – | – | ﹤0.01% | 4460 |
|
|
2025
Q1 | $6K | Hold |
6,888
| – | – | ﹤0.01% | 4369 |
|
|
2024
Q4 | $10K | Hold |
6,888
| – | – | ﹤0.01% | 3874 |
|
|
2024
Q3 | $9K | Sell |
6,888
-92
| -1% | -$120 | ﹤0.01% | 3838 |
|
|
2024
Q2 | $4K | Buy |
+6,980
| New | +$4K | ﹤0.01% | 3972 |
|
|
2024
Q1 | – | Sell |
-566
| Closed | -$2K | – | 4540 |
|
|
2023
Q4 | $2K | Sell |
566
-166
| -23% | -$587 | ﹤0.01% | 3812 |
|
|
2023
Q3 | $3K | Buy |
732
+168
| +30% | +$689 | ﹤0.01% | 3681 |
|
|
2023
Q2 | $3K | Sell |
564
-1,378
| -71% | -$7.33K | ﹤0.01% | 3649 |
|
|
2023
Q1 | $9K | Sell |
1,942
-690
| -26% | -$3.2K | ﹤0.01% | 3018 |
|
|
2022
Q4 | $27K | Buy |
2,632
+855
| +48% | +$8.77K | ﹤0.01% | 2155 |
|
|
2022
Q3 | $17K | Buy |
1,777
+529
| +42% | +$5.06K | ﹤0.01% | 2330 |
|
|
2022
Q2 | $18K | Buy |
1,248
+421
| +51% | +$6.07K | ﹤0.01% | 2189 |
|
|
2022
Q1 | $20K | Buy |
827
+400
| +94% | +$9.67K | ﹤0.01% | 2083 |
|
|
2021
Q4 | $15K | Buy |
+427
| New | +$15K | ﹤0.01% | 2132 |
|
|
2021
Q2 | $22K | Hold |
348
| – | – | ﹤0.01% | 1748 |
|
|
2021
Q1 | $22K | Hold |
348
| – | – | ﹤0.01% | 1748 |
|
|
2020
Q4 | $22K | Hold |
348
| – | – | ﹤0.01% | 1748 |
|
|
2020
Q3 | $22K | Hold |
348
| – | – | ﹤0.01% | 1748 |
|
|
2020
Q2 | $22K | Hold |
348
| – | – | ﹤0.01% | 1748 |
|
|
2020
Q1 | $22K | Hold |
348
| – | – | ﹤0.01% | 1748 |
|
|
2019
Q4 | $22K | Hold |
348
| – | – | ﹤0.01% | 1748 |
|
|
2019
Q3 | $22K | Hold |
348
| – | – | ﹤0.01% | 1748 |
|
|
2019
Q2 | $22K | Hold |
348
| – | – | ﹤0.01% | 1748 |
|
|
2019
Q1 | $22K | Buy |
+348
| New | +$22K | ﹤0.01% | 1748 |
|