Carson Wealth (CWM LLC)’s OPAL Fuels OPAL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15K Hold
6,221
﹤0.01% 4084
2025
Q1
$11K Hold
6,221
﹤0.01% 4058
2024
Q4
$21K Hold
6,221
﹤0.01% 3407
2024
Q3
$23K Sell
6,221
-109
-2% -$403 ﹤0.01% 3273
2024
Q2
$26K Sell
6,330
-109,687
-95% -$451K ﹤0.01% 2946
2024
Q1
$582K Sell
116,017
-46,538
-29% -$233K ﹤0.01% 1075
2023
Q4
$897K Sell
162,555
-5,232
-3% -$28.9K ﹤0.01% 853
2023
Q3
$1.38M Sell
167,787
-70,243
-30% -$576K 0.01% 628
2023
Q2
$1.78M Buy
238,030
+237,887
+166,355% +$1.77M 0.01% 546
2023
Q1
$1K Hold
143
﹤0.01% 3874
2022
Q4
$1K Buy
143
+49
+52% +$343 ﹤0.01% 3788
2022
Q3
$1K Buy
+94
New +$1K ﹤0.01% 3704