Carson Wealth (CWM LLC)’s PetIQ, Inc. Class A Common Stock PETQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,346
| Closed | -$41K | – | 5265 |
|
|
2024
Q3 | $41K | Buy |
1,346
+95
| +8% | +$2.89K | ﹤0.01% | 2855 |
|
|
2024
Q2 | $28K | Buy |
1,251
+579
| +86% | +$13K | ﹤0.01% | 2901 |
|
|
2024
Q1 | $12K | Buy |
672
+605
| +903% | +$10.8K | ﹤0.01% | 3251 |
|
|
2023
Q4 | $1K | Buy |
67
+3
| +5% | +$45 | ﹤0.01% | 4069 |
|
|
2023
Q3 | $1K | Buy |
64
+55
| +611% | +$859 | ﹤0.01% | 4113 |
|
|
2023
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 4500 |
|
|
2023
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 4386 |
|
|
2022
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 4291 |
|