Carson Wealth (CWM LLC)’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-357
| Closed | -$8K | – | 4643 |
|
|
2023
Q3 | $8K | Buy |
357
+14
| +4% | +$314 | ﹤0.01% | 3280 |
|
|
2023
Q2 | $6K | Buy |
343
+243
| +243% | +$4.25K | ﹤0.01% | 3401 |
|
|
2023
Q1 | $2K | Sell |
100
-41
| -29% | -$820 | ﹤0.01% | 3735 |
|
|
2022
Q4 | $3K | Buy |
141
+64
| +83% | +$1.36K | ﹤0.01% | 3477 |
|
|
2022
Q3 | $1K | Buy |
77
+38
| +97% | +$494 | ﹤0.01% | 3825 |
|
|
2022
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 3691 |
|
|
2022
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 3440 |
|
|
2021
Q4 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 3405 |
|