Carson Wealth (CWM LLC)’s Phinia Inc PHIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Sell |
819
-433
| -35% | -$19K | ﹤0.01% | 3512 |
|
|
2025
Q1 | $53K | Sell |
1,252
-218
| -15% | -$9.23K | ﹤0.01% | 2937 |
|
|
2024
Q4 | $71K | Buy |
1,470
+339
| +30% | +$16.4K | ﹤0.01% | 2523 |
|
|
2024
Q3 | $52K | Sell |
1,131
-47
| -4% | -$2.16K | ﹤0.01% | 2662 |
|
|
2024
Q2 | $46K | Sell |
1,178
-4
| -0.3% | -$156 | ﹤0.01% | 2528 |
|
|
2024
Q1 | $45K | Buy |
1,182
+223
| +23% | +$8.49K | ﹤0.01% | 2360 |
|
|
2023
Q4 | $29K | Buy |
959
+216
| +29% | +$6.53K | ﹤0.01% | 2540 |
|
|
2023
Q3 | $20K | Buy |
+743
| New | +$20K | ﹤0.01% | 2689 |
|