Carson Wealth (CWM LLC)’s New Fortress Energy NFE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$21K Sell
6,320
-2,745
-30% -$9.12K ﹤0.01% 3875
2025
Q1
$75K Buy
9,065
+2,895
+47% +$24K ﹤0.01% 2659
2024
Q4
$93K Buy
6,170
+2,164
+54% +$32.6K ﹤0.01% 2323
2024
Q3
$36K Buy
4,006
+2,363
+144% +$21.2K ﹤0.01% 2951
2024
Q2
$36K Sell
1,643
-80
-5% -$1.75K ﹤0.01% 2700
2024
Q1
$53K Buy
1,723
+121
+8% +$3.72K ﹤0.01% 2257
2023
Q4
$60K Sell
1,602
-527
-25% -$19.7K ﹤0.01% 2058
2023
Q3
$70K Buy
2,129
+774
+57% +$25.4K ﹤0.01% 1865
2023
Q2
$36K Buy
1,355
+1,185
+697% +$31.5K ﹤0.01% 2232
2023
Q1
$5K Buy
170
+144
+554% +$4.24K ﹤0.01% 3302
2022
Q4
$1K Buy
26
+7
+37% +$269 ﹤0.01% 3782
2022
Q3
$1K Sell
19
-25
-57% -$1.32K ﹤0.01% 3696
2022
Q2
$2K Sell
44
-23
-34% -$1.05K ﹤0.01% 3363
2022
Q1
$3K Buy
+67
New +$3K ﹤0.01% 3039
2021
Q2
$11K Hold
300
﹤0.01% 2062
2021
Q1
$11K Hold
300
﹤0.01% 2062
2020
Q4
$11K Hold
300
﹤0.01% 2062
2020
Q3
$11K Hold
300
﹤0.01% 2062
2020
Q2
$11K Hold
300
﹤0.01% 2062
2020
Q1
$11K Hold
300
﹤0.01% 2062
2019
Q4
$11K Hold
300
﹤0.01% 2062
2019
Q3
$11K Hold
300
﹤0.01% 2062
2019
Q2
$11K Hold
300
﹤0.01% 2062
2019
Q1
$11K Buy
+300
New +$11K ﹤0.01% 2062