Carson Wealth (CWM LLC)’s PetMed Express PETS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,144
| Closed | -$21K | – | 5065 |
|
|
2024
Q2 | $21K | Sell |
5,144
-557
| -10% | -$2.27K | ﹤0.01% | 3083 |
|
|
2024
Q1 | $27K | Buy |
5,701
+2,323
| +69% | +$11K | ﹤0.01% | 2708 |
|
|
2023
Q4 | $26K | Buy |
3,378
+2,115
| +167% | +$16.3K | ﹤0.01% | 2600 |
|
|
2023
Q3 | $13K | Buy |
1,263
+649
| +106% | +$6.68K | ﹤0.01% | 2995 |
|
|
2023
Q2 | $8K | Buy |
614
+347
| +130% | +$4.52K | ﹤0.01% | 3221 |
|
|
2023
Q1 | $4K | Sell |
267
-58
| -18% | -$869 | ﹤0.01% | 3408 |
|
|
2022
Q4 | $6K | Buy |
325
+283
| +674% | +$5.23K | ﹤0.01% | 3096 |
|
|
2022
Q3 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 3710 |
|
|
2022
Q2 | – | Sell |
-49
| Closed | -$1K | – | 4001 |
|
|
2022
Q1 | $1K | Sell |
49
-257
| -84% | -$5.25K | ﹤0.01% | 3373 |
|
|
2021
Q4 | $8K | Buy |
+306
| New | +$8K | ﹤0.01% | 2481 |
|
|
2019
Q1 | – | Sell |
-320
| Closed | -$7K | – | 3157 |
|
|
2018
Q4 | $7K | Buy |
+320
| New | +$7K | ﹤0.01% | 1445 |
|