Carson Wealth (CWM LLC)’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.44M | Buy |
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|
2025
Q2 | $1.67M | Buy |
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|
2025
Q1 | $539K | Buy |
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|
2024
Q4 | $254K | Buy |
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|
2024
Q3 | $283K | Buy |
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|
2024
Q2 | $159K | Sell |
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|
2024
Q1 | $214K | Sell |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q3 | $116K | Sell |
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|
2023
Q2 | $137K | Buy |
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|
2023
Q1 | $104K | Sell |
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|
2022
Q4 | $105K | Buy |
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|
2022
Q3 | $81K | Buy |
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|
2022
Q2 | $80K | Buy |
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|
2022
Q1 | $73K | Buy |
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|
2021
Q4 | $72K | Buy |
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|
2021
Q2 | $99K | Hold |
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|
2021
Q1 | $99K | Hold |
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|
2020
Q4 | $99K | Hold |
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|
2020
Q3 | $99K | Hold |
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|
2020
Q2 | $99K | Hold |
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|
2020
Q1 | $99K | Hold |
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|
2019
Q4 | $99K | Hold |
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|
2019
Q3 | $99K | Hold |
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|
2019
Q2 | $99K | Hold |
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|
2019
Q1 | $99K | Buy |
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|
2018
Q4 | $39K | Buy |
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|
2018
Q3 | $31K | Buy |
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|
2018
Q2 | $6K | Buy |
|
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $4K | Buy |
|
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|
2017
Q2 | $1K | Buy |
|
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|
2016
Q4 | – | Sell |
|
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|
2016
Q3 | $31K | Buy |
|
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|
2016
Q2 | $25K | Buy |
|
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|
2016
Q1 | $30K | Buy |
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|
2015
Q4 | $26K | Buy |
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|
2015
Q3 | $36K | Buy |
|
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $37K | Buy |
|