Carson Wealth (CWM LLC)’s Stride LRN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $186K | Buy |
1,281
+50
| +4% | +$7.26K | ﹤0.01% | 2232 |
|
2025
Q1 | $156K | Buy |
1,231
+574
| +87% | +$72.7K | ﹤0.01% | 2083 |
|
2024
Q4 | $68K | Buy |
657
+476
| +263% | +$49.3K | ﹤0.01% | 2565 |
|
2024
Q3 | $15K | Buy |
181
+46
| +34% | +$3.81K | ﹤0.01% | 3546 |
|
2024
Q2 | $10K | Buy |
135
+23
| +21% | +$1.7K | ﹤0.01% | 3549 |
|
2024
Q1 | $7K | Buy |
112
+96
| +600% | +$6K | ﹤0.01% | 3516 |
|
2023
Q4 | $1K | Sell |
16
-58
| -78% | -$3.63K | ﹤0.01% | 3971 |
|
2023
Q3 | $3K | Hold |
74
| – | – | ﹤0.01% | 3683 |
|
2023
Q2 | $3K | Sell |
74
-33
| -31% | -$1.34K | ﹤0.01% | 3651 |
|
2023
Q1 | $4K | Sell |
107
-149
| -58% | -$5.57K | ﹤0.01% | 3394 |
|
2022
Q4 | $8K | Buy |
256
+180
| +237% | +$5.63K | ﹤0.01% | 2937 |
|
2022
Q3 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 3315 |
|