Carson Wealth (CWM LLC)’s Oil States International OIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Sell |
34,424
-3,135
| -8% | -$16.8K | ﹤0.01% | 2239 |
|
|
2025
Q1 | $193K | Buy |
37,559
+19,585
| +109% | +$101K | ﹤0.01% | 1941 |
|
|
2024
Q4 | $91K | Buy |
17,974
+128
| +0.7% | +$648 | ﹤0.01% | 2345 |
|
|
2024
Q3 | $82K | Buy |
17,846
+11,796
| +195% | +$54.2K | ﹤0.01% | 2328 |
|
|
2024
Q2 | $27K | Buy |
6,050
+5,500
| +1,000% | +$24.5K | ﹤0.01% | 2918 |
|
|
2024
Q1 | $3K | Buy |
550
+188
| +52% | +$1.03K | ﹤0.01% | 3864 |
|
|
2023
Q4 | $2K | Sell |
362
-650
| -64% | -$3.59K | ﹤0.01% | 3820 |
|
|
2023
Q3 | $8K | Buy |
1,012
+88
| +10% | +$696 | ﹤0.01% | 3254 |
|
|
2023
Q2 | $7K | Sell |
924
-11
| -1% | -$83 | ﹤0.01% | 3286 |
|
|
2023
Q1 | $8K | Sell |
935
-103
| -10% | -$881 | ﹤0.01% | 3087 |
|
|
2022
Q4 | $8K | Sell |
1,038
-410
| -28% | -$3.16K | ﹤0.01% | 2943 |
|
|
2022
Q3 | $6K | Sell |
1,448
-181
| -11% | -$750 | ﹤0.01% | 2985 |
|
|
2022
Q2 | $9K | Sell |
1,629
-290
| -15% | -$1.6K | ﹤0.01% | 2648 |
|
|
2022
Q1 | $13K | Buy |
1,919
+813
| +74% | +$5.51K | ﹤0.01% | 2329 |
|
|
2021
Q4 | $5K | Buy |
+1,106
| New | +$5K | ﹤0.01% | 2733 |
|