Carson Wealth (CWM LLC)’s Orange ORAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,485
| Closed | -$29K | – | 5268 |
|
|
2024
Q3 | $29K | Sell |
2,485
-509
| -17% | -$5.94K | ﹤0.01% | 3129 |
|
|
2024
Q2 | $30K | Sell |
2,994
-59
| -2% | -$591 | ﹤0.01% | 2843 |
|
|
2024
Q1 | $36K | Sell |
3,053
-533
| -15% | -$6.29K | ﹤0.01% | 2525 |
|
|
2023
Q4 | $41K | Buy |
3,586
+1,244
| +53% | +$14.2K | ﹤0.01% | 2308 |
|
|
2023
Q3 | $27K | Sell |
2,342
-385
| -14% | -$4.44K | ﹤0.01% | 2490 |
|
|
2023
Q2 | $32K | Sell |
2,727
-63
| -2% | -$739 | ﹤0.01% | 2328 |
|
|
2023
Q1 | $33K | Buy |
2,790
+860
| +45% | +$10.2K | ﹤0.01% | 2167 |
|
|
2022
Q4 | $19K | Sell |
1,930
-374
| -16% | -$3.68K | ﹤0.01% | 2426 |
|
|
2022
Q3 | $21K | Buy |
2,304
+596
| +35% | +$5.43K | ﹤0.01% | 2200 |
|
|
2022
Q2 | $20K | Buy |
1,708
+72
| +4% | +$843 | ﹤0.01% | 2131 |
|
|
2022
Q1 | $19K | Sell |
1,636
-20
| -1% | -$232 | ﹤0.01% | 2119 |
|
|
2021
Q4 | $17K | Buy |
+1,656
| New | +$17K | ﹤0.01% | 2088 |
|
|
2021
Q2 | $1K | Hold |
111
| – | – | ﹤0.01% | 2843 |
|
|
2021
Q1 | $1K | Hold |
111
| – | – | ﹤0.01% | 2843 |
|
|
2020
Q4 | $1K | Hold |
111
| – | – | ﹤0.01% | 2843 |
|
|
2020
Q3 | $1K | Hold |
111
| – | – | ﹤0.01% | 2843 |
|
|
2020
Q2 | $1K | Hold |
111
| – | – | ﹤0.01% | 2843 |
|
|
2020
Q1 | $1K | Hold |
111
| – | – | ﹤0.01% | 2843 |
|
|
2019
Q4 | $1K | Hold |
111
| – | – | ﹤0.01% | 2843 |
|
|
2019
Q3 | $1K | Hold |
111
| – | – | ﹤0.01% | 2843 |
|
|
2019
Q2 | $1K | Hold |
111
| – | – | ﹤0.01% | 2843 |
|
|
2019
Q1 | $1K | Buy |
+111
| New | +$1K | ﹤0.01% | 2843 |
|
|
2018
Q1 | – | Sell |
-1,229
| Closed | -$21K | – | 1560 |
|
|
2017
Q4 | $21K | Buy |
+1,229
| New | +$21K | ﹤0.01% | 693 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$2K | – | 819 |
|
|
2015
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 610 |
|
|
2015
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 588 |
|