Carson Wealth (CWM LLC)’s OFS Capital OFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 5038 |
|
|
2025
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 4951 |
|
|
2024
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 4760 |
|
|
2024
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 4654 |
|
|
2024
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 4439 |
|
|
2024
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 4174 |
|