Carson Wealth (CWM LLC)’s PGT, Inc. PGTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-61
| Closed | -$2K | – | 4855 |
|
|
2023
Q4 | $2K | Sell |
61
-66
| -52% | -$2.16K | ﹤0.01% | 3869 |
|
|
2023
Q3 | $4K | Hold |
127
| – | – | ﹤0.01% | 3617 |
|
|
2023
Q2 | $4K | Sell |
127
-37
| -23% | -$1.17K | ﹤0.01% | 3582 |
|
|
2023
Q1 | $4K | Buy |
164
+6
| +4% | +$146 | ﹤0.01% | 3449 |
|
|
2022
Q4 | $3K | Sell |
158
-108
| -41% | -$2.05K | ﹤0.01% | 3476 |
|
|
2022
Q3 | $6K | Buy |
266
+181
| +213% | +$4.08K | ﹤0.01% | 3021 |
|
|
2022
Q2 | $1K | Sell |
85
-1,648
| -95% | -$19.4K | ﹤0.01% | 3687 |
|
|
2022
Q1 | $31K | Buy |
1,733
+879
| +103% | +$15.7K | ﹤0.01% | 1831 |
|
|
2021
Q4 | $19K | Buy |
+854
| New | +$19K | ﹤0.01% | 2031 |
|
|
2021
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 2850 |
|
|
2021
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 2850 |
|
|
2020
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 2850 |
|
|
2020
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 2850 |
|
|
2020
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 2850 |
|
|
2020
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 2850 |
|
|
2019
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 2850 |
|
|
2019
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 2850 |
|
|
2019
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 2850 |
|
|
2019
Q1 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 2850 |
|