Carson Wealth (CWM LLC)’s 23andMe Holding Co. Class A Common Stock ME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-217
| Closed | -$2K | – | 5251 |
|
|
2024
Q2 | $2K | Buy |
217
+214
| +7,133% | +$1.97K | ﹤0.01% | 4282 |
|
|
2024
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 4827 |
|
|
2023
Q2 | – | Sell |
-53
| Closed | -$2K | – | 4502 |
|
|
2023
Q1 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 3722 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | -$1K | – | 3908 |
|
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 3394 |
|