Carson Wealth (CWM LLC)’s Matterport, Inc. Class A Common Stock MTTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,765
Closed -$13K 5259
2024
Q4
$13K Buy
2,765
+1,297
+88% +$6.1K ﹤0.01% 3735
2024
Q3
$7K Buy
1,468
+14
+1% +$67 ﹤0.01% 3975
2024
Q2
$6K Buy
1,454
+472
+48% +$1.95K ﹤0.01% 3824
2024
Q1
$2K Sell
982
-427
-30% -$870 ﹤0.01% 4047
2023
Q4
$4K Sell
1,409
-1,928
-58% -$5.47K ﹤0.01% 3649
2023
Q3
$7K Buy
3,337
+2,377
+248% +$4.99K ﹤0.01% 3334
2023
Q2
$3K Sell
960
-138
-13% -$431 ﹤0.01% 3722
2023
Q1
$3K Sell
1,098
-717
-40% -$1.96K ﹤0.01% 3584
2022
Q4
$5K Buy
1,815
+1,765
+3,530% +$4.86K ﹤0.01% 3237
2022
Q3
$0 Hold
50
﹤0.01% 4217
2022
Q2
$0 Hold
50
﹤0.01% 4118
2022
Q1
$0 Hold
50
﹤0.01% 3902
2021
Q4
$1K Buy
+50
New +$1K ﹤0.01% 3390