Carson Wealth (CWM LLC)’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
41,046
+27,892
| +212% | +$1.13M | 0.01% | 1013 |
|
|
2025
Q1 | $539K | Buy |
13,154
+8,741
| +198% | +$358K | ﹤0.01% | 1414 |
|
|
2024
Q4 | $254K | Buy |
4,413
+1,016
| +30% | +$58.5K | ﹤0.01% | 1685 |
|
|
2024
Q3 | $283K | Buy |
3,397
+1,371
| +68% | +$114K | ﹤0.01% | 1567 |
|
|
2024
Q2 | $159K | Sell |
2,026
-116
| -5% | -$9.1K | ﹤0.01% | 1711 |
|
|
2024
Q1 | $214K | Sell |
2,142
-191
| -8% | -$19.1K | ﹤0.01% | 1488 |
|
|
2023
Q4 | $221K | Buy |
2,333
+1,219
| +109% | +$115K | ﹤0.01% | 1382 |
|
|
2023
Q3 | $116K | Sell |
1,114
-15
| -1% | -$1.56K | ﹤0.01% | 1548 |
|
|
2023
Q2 | $137K | Buy |
1,129
+189
| +20% | +$22.9K | ﹤0.01% | 1405 |
|
|
2023
Q1 | $104K | Sell |
940
-96
| -9% | -$10.6K | ﹤0.01% | 1473 |
|
|
2022
Q4 | $105K | Buy |
1,036
+193
| +23% | +$19.6K | ﹤0.01% | 1359 |
|
|
2022
Q3 | $81K | Buy |
843
+41
| +5% | +$3.94K | ﹤0.01% | 1430 |
|
|
2022
Q2 | $80K | Buy |
802
+109
| +16% | +$10.9K | ﹤0.01% | 1407 |
|
|
2022
Q1 | $73K | Buy |
693
+42
| +6% | +$4.42K | ﹤0.01% | 1448 |
|
|
2021
Q4 | $72K | Buy |
+651
| New | +$72K | ﹤0.01% | 1430 |
|
|
2021
Q2 | $99K | Hold |
722
| – | – | ﹤0.01% | 1141 |
|
|
2021
Q1 | $99K | Hold |
722
| – | – | ﹤0.01% | 1141 |
|
|
2020
Q4 | $99K | Hold |
722
| – | – | ﹤0.01% | 1141 |
|
|
2020
Q3 | $99K | Hold |
722
| – | – | ﹤0.01% | 1141 |
|
|
2020
Q2 | $99K | Hold |
722
| – | – | ﹤0.01% | 1141 |
|
|
2020
Q1 | $99K | Hold |
722
| – | – | ﹤0.01% | 1141 |
|
|
2019
Q4 | $99K | Hold |
722
| – | – | ﹤0.01% | 1141 |
|
|
2019
Q3 | $99K | Hold |
722
| – | – | ﹤0.01% | 1141 |
|
|
2019
Q2 | $99K | Hold |
722
| – | – | ﹤0.01% | 1141 |
|
|
2019
Q1 | $99K | Buy |
722
+211
| +41% | +$28.9K | ﹤0.01% | 1141 |
|
|
2018
Q4 | $39K | Buy |
511
+207
| +68% | +$15.8K | ﹤0.01% | 938 |
|
|
2018
Q3 | $31K | Buy |
304
+254
| +508% | +$25.9K | ﹤0.01% | 851 |
|
|
2018
Q2 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 1150 |
|
|
2017
Q4 | – | Sell |
-40
| Closed | -$4K | – | 1546 |
|
|
2017
Q3 | $4K | Buy |
40
+25
| +167% | +$2.5K | ﹤0.01% | 1149 |
|
|
2017
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1120 |
|
|
2016
Q4 | – | Sell |
-404
| Closed | -$31K | – | 1160 |
|
|
2016
Q3 | $31K | Buy |
404
+102
| +34% | +$7.83K | ﹤0.01% | 494 |
|
|
2016
Q2 | $25K | Buy |
302
+1
| +0.3% | +$83 | ﹤0.01% | 446 |
|
|
2016
Q1 | $30K | Buy |
301
+2
| +0.7% | +$199 | ﹤0.01% | 399 |
|
|
2015
Q4 | $26K | Buy |
299
+1
| +0.3% | +$87 | ﹤0.01% | 372 |
|
|
2015
Q3 | $36K | Buy |
+298
| New | +$36K | ﹤0.01% | 313 |
|
|
2014
Q1 | – | Sell |
-255
| Closed | -$37K | – | 365 |
|
|
2013
Q4 | $37K | Buy |
+255
| New | +$37K | 0.01% | 276 |
|