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