Carson Wealth (CWM LLC)’s Performant Healthcare, Inc. Common Stock PHLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Buy |
575
+255
| +80% | +$887 | ﹤0.01% | 4951 |
|
|
2025
Q1 | $1K | Sell |
320
-211
| -40% | -$659 | ﹤0.01% | 5017 |
|
|
2024
Q4 | $2K | Sell |
531
-87
| -14% | -$328 | ﹤0.01% | 4632 |
|
|
2024
Q3 | $2K | Buy |
618
+102
| +20% | +$330 | ﹤0.01% | 4489 |
|
|
2024
Q2 | $1K | Buy |
516
+512
| +12,800% | +$992 | ﹤0.01% | 4530 |
|
|
2024
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 4805 |
|