Carson Wealth (CWM LLC)’s Sunnova Energy NOVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,522
| Closed | -$8K | – | 5235 |
|
|
2025
Q1 | $8K | Buy |
21,522
+21,270
| +8,440% | +$7.91K | ﹤0.01% | 4223 |
|
|
2024
Q4 | $1K | Sell |
252
-240
| -49% | -$952 | ﹤0.01% | 4754 |
|
|
2024
Q3 | $5K | Buy |
492
+72
| +17% | +$732 | ﹤0.01% | 4118 |
|
|
2024
Q2 | $2K | Sell |
420
-79
| -16% | -$376 | ﹤0.01% | 4239 |
|
|
2024
Q1 | $3K | Buy |
499
+454
| +1,009% | +$2.73K | ﹤0.01% | 3859 |
|
|
2023
Q4 | $1K | Buy |
45
+10
| +29% | +$222 | ﹤0.01% | 3985 |
|
|
2023
Q3 | $0 | Hold |
35
| – | – | ﹤0.01% | 4410 |
|
|
2023
Q2 | $1K | Sell |
35
-47
| -57% | -$1.34K | ﹤0.01% | 4004 |
|
|
2023
Q1 | $1K | Sell |
82
-358
| -81% | -$4.37K | ﹤0.01% | 3869 |
|
|
2022
Q4 | $8K | Sell |
440
-447
| -50% | -$8.13K | ﹤0.01% | 2941 |
|
|
2022
Q3 | $20K | Buy |
887
+11
| +1% | +$248 | ﹤0.01% | 2224 |
|
|
2022
Q2 | $16K | Buy |
876
+420
| +92% | +$7.67K | ﹤0.01% | 2269 |
|
|
2022
Q1 | $11K | Buy |
456
+442
| +3,157% | +$10.7K | ﹤0.01% | 2422 |
|
|
2021
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 3577 |
|