Carson Wealth (CWM LLC)’s LSI Industries LYTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Sell |
254
-1,087
| -81% | -$17.1K | ﹤0.01% | 4686 |
|
|
2025
Q1 | $23K | Buy |
1,341
+80
| +6% | +$1.37K | ﹤0.01% | 3573 |
|
|
2024
Q4 | $24K | Buy |
1,261
+1,085
| +616% | +$20.7K | ﹤0.01% | 3319 |
|
|
2024
Q3 | $3K | Buy |
176
+155
| +738% | +$2.64K | ﹤0.01% | 4289 |
|
|
2024
Q2 | $0 | Buy |
+21
| New | – | ﹤0.01% | 4777 |
|
|
2023
Q4 | – | Sell |
-26
| Closed | – | – | 4353 |
|
|
2023
Q3 | $0 | Hold |
26
| – | – | ﹤0.01% | 4368 |
|
|
2023
Q2 | $0 | Buy |
+26
| New | – | ﹤0.01% | 4327 |
|