Carson Wealth (CWM LLC)’s Energy Vault NRGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Buy |
3,346
+1,757
| +111% | +$1.05K | ﹤0.01% | 4900 |
|
|
2025
Q1 | $1K | Sell |
1,589
-147
| -8% | -$93 | ﹤0.01% | 4946 |
|
|
2024
Q4 | $4K | Buy |
1,736
+392
| +29% | +$903 | ﹤0.01% | 4338 |
|
|
2024
Q3 | $1K | Buy |
1,344
+974
| +263% | +$725 | ﹤0.01% | 4646 |
|
|
2024
Q2 | $0 | Buy |
370
+178
| +93% | – | ﹤0.01% | 4819 |
|
|
2024
Q1 | $0 | Sell |
192
-304
| -61% | – | ﹤0.01% | 4595 |
|
|
2023
Q4 | $1K | Buy |
496
+304
| +158% | +$613 | ﹤0.01% | 3988 |
|
|
2023
Q3 | $0 | Hold |
192
| – | – | ﹤0.01% | 4414 |
|
|
2023
Q2 | $1K | Hold |
192
| – | – | ﹤0.01% | 4006 |
|
|
2023
Q1 | $0 | Hold |
192
| – | – | ﹤0.01% | 4239 |
|
|
2022
Q4 | $1K | Hold |
192
| – | – | ﹤0.01% | 3783 |
|
|
2022
Q3 | $1K | Hold |
192
| – | – | ﹤0.01% | 3697 |
|
|
2022
Q2 | $2K | Hold |
192
| – | – | ﹤0.01% | 3367 |
|
|
2022
Q1 | $3K | Buy |
+192
| New | +$3K | ﹤0.01% | 3041 |
|