Carson Wealth (CWM LLC)’s ePlus PLUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
2,788
+2,096
| +303% | +$151K | ﹤0.01% | 2165 |
|
|
2025
Q1 | $42K | Sell |
692
-20
| -3% | -$1.21K | ﹤0.01% | 3123 |
|
|
2024
Q4 | $53K | Sell |
712
-890
| -56% | -$66.3K | ﹤0.01% | 2757 |
|
|
2024
Q3 | $158K | Buy |
1,602
+1,009
| +170% | +$99.5K | ﹤0.01% | 1886 |
|
|
2024
Q2 | $44K | Buy |
593
+549
| +1,248% | +$40.7K | ﹤0.01% | 2561 |
|
|
2024
Q1 | $3K | Buy |
44
+1
| +2% | +$68 | ﹤0.01% | 3876 |
|
|
2023
Q4 | $3K | Sell |
43
-16
| -27% | -$1.12K | ﹤0.01% | 3726 |
|
|
2023
Q3 | $4K | Sell |
59
-201
| -77% | -$13.6K | ﹤0.01% | 3581 |
|
|
2023
Q2 | $15K | Sell |
260
-142
| -35% | -$8.19K | ﹤0.01% | 2827 |
|
|
2023
Q1 | $20K | Buy |
402
+153
| +61% | +$7.61K | ﹤0.01% | 2520 |
|
|
2022
Q4 | $11K | Buy |
249
+163
| +190% | +$7.2K | ﹤0.01% | 2758 |
|
|
2022
Q3 | $4K | Sell |
86
-94
| -52% | -$4.37K | ﹤0.01% | 3199 |
|
|
2022
Q2 | $10K | Hold |
180
| – | – | ﹤0.01% | 2591 |
|
|
2022
Q1 | $10K | Buy |
+180
| New | +$10K | ﹤0.01% | 2482 |
|