Carson Wealth (CWM LLC)’s Luna Innovations Incorporated LUNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-31
| Closed | – | – | 5282 |
|
|
2024
Q4 | $0 | Hold |
31
| – | – | ﹤0.01% | 5284 |
|
|
2024
Q3 | $0 | Sell |
31
-157
| -84% | – | ﹤0.01% | 5311 |
|
|
2024
Q2 | $1K | Sell |
188
-135
| -42% | -$718 | ﹤0.01% | 4543 |
|
|
2024
Q1 | $1K | Buy |
323
+292
| +942% | +$904 | ﹤0.01% | 4266 |
|
|
2023
Q4 | $0 | Hold |
31
| – | – | ﹤0.01% | 4669 |
|
|
2023
Q3 | $0 | Hold |
31
| – | – | ﹤0.01% | 4674 |
|
|
2023
Q2 | $0 | Hold |
31
| – | – | ﹤0.01% | 4594 |
|
|
2023
Q1 | $0 | Sell |
31
-31
| -50% | – | ﹤0.01% | 4497 |
|
|
2022
Q4 | $1K | Buy |
62
+31
| +100% | +$500 | ﹤0.01% | 3918 |
|
|
2022
Q3 | $0 | Buy |
+31
| New | – | ﹤0.01% | 4328 |
|