Carson Wealth (CWM LLC)’s Liquidity Services LQDT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7K | Sell |
312
-1,006
| -76% | -$22.6K | ﹤0.01% | 4461 |
|
2025
Q1 | $41K | Buy |
1,318
+824
| +167% | +$25.6K | ﹤0.01% | 3140 |
|
2024
Q4 | $16K | Buy |
494
+212
| +75% | +$6.87K | ﹤0.01% | 3588 |
|
2024
Q3 | $6K | Buy |
282
+74
| +36% | +$1.57K | ﹤0.01% | 4008 |
|
2024
Q2 | $4K | Buy |
208
+91
| +78% | +$1.75K | ﹤0.01% | 3974 |
|
2024
Q1 | $2K | Buy |
117
+13
| +13% | +$222 | ﹤0.01% | 4002 |
|
2023
Q4 | $2K | Sell |
104
-85
| -45% | -$1.64K | ﹤0.01% | 3813 |
|
2023
Q3 | $3K | Hold |
189
| – | – | ﹤0.01% | 3682 |
|
2023
Q2 | $3K | Sell |
189
-21
| -10% | -$333 | ﹤0.01% | 3650 |
|
2023
Q1 | $3K | Buy |
210
+72
| +52% | +$1.03K | ﹤0.01% | 3524 |
|
2022
Q4 | $2K | Buy |
138
+119
| +626% | +$1.73K | ﹤0.01% | 3580 |
|
2022
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 4053 |
|
2022
Q2 | $0 | Sell |
19
-33
| -63% | – | ﹤0.01% | 3949 |
|
2022
Q1 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 3355 |
|