Carson Wealth (CWM LLC)’s Orion OEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
19,294
+12,632
| +190% | +$132K | ﹤0.01% | 2161 |
|
|
2025
Q1 | $86K | Buy |
6,662
+5,947
| +832% | +$76.8K | ﹤0.01% | 2548 |
|
|
2024
Q4 | $11K | Buy |
715
+363
| +103% | +$5.59K | ﹤0.01% | 3816 |
|
|
2024
Q3 | $6K | Sell |
352
-1,742
| -83% | -$29.7K | ﹤0.01% | 4022 |
|
|
2024
Q2 | $46K | Buy |
2,094
+1,412
| +207% | +$31K | ﹤0.01% | 2525 |
|
|
2024
Q1 | $16K | Buy |
682
+520
| +321% | +$12.2K | ﹤0.01% | 3046 |
|
|
2023
Q4 | $4K | Buy |
162
+64
| +65% | +$1.58K | ﹤0.01% | 3611 |
|
|
2023
Q3 | $2K | Buy |
98
+92
| +1,533% | +$1.88K | ﹤0.01% | 3838 |
|
|
2023
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 4366 |
|
|
2022
Q4 | – | Sell |
-152
| Closed | -$2K | – | 4153 |
|
|
2022
Q3 | $2K | Hold |
152
| – | – | ﹤0.01% | 3502 |
|
|
2022
Q2 | $2K | Hold |
152
| – | – | ﹤0.01% | 3371 |
|
|
2022
Q1 | $2K | Buy |
+152
| New | +$2K | ﹤0.01% | 3191 |
|