Carson Wealth (CWM LLC)’s Nerdy NRDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Sell |
3,131
-731
| -19% | -$1.17K | ﹤0.01% | 4627 |
|
|
2025
Q1 | $5K | Buy |
3,862
+2,060
| +114% | +$2.67K | ﹤0.01% | 4463 |
|
|
2024
Q4 | $3K | Buy |
1,802
+1,495
| +487% | +$2.49K | ﹤0.01% | 4428 |
|
|
2024
Q3 | $0 | Buy |
307
+227
| +284% | – | ﹤0.01% | 5037 |
|
|
2024
Q2 | $0 | Buy |
80
+79
| +7,900% | – | ﹤0.01% | 4817 |
|
|
2024
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4594 |
|
|
2022
Q4 | – | Sell |
-131
| Closed | – | – | 4142 |
|
|
2022
Q3 | $0 | Buy |
+131
| New | – | ﹤0.01% | 4083 |
|