Carson Wealth (CWM LLC)’s Plantronics, Inc. POLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-107
| Closed | -$3K | – | 3990 |
|
|
2021
Q4 | $3K | Buy |
+107
| New | +$3K | ﹤0.01% | 3058 |
|
|
2018
Q4 | – | Sell |
-14
| Closed | -$1K | – | 2294 |
|
|
2018
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1782 |
|
|
2018
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 1634 |
|
|
2018
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 1354 |
|
|
2017
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 1414 |
|
|
2017
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1429 |
|
|
2017
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 1156 |
|
|
2017
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1123 |
|
|
2016
Q2 | – | Sell |
-80
| Closed | -$3K | – | 879 |
|
|
2016
Q1 | $3K | Sell |
80
-209
| -72% | -$7.84K | ﹤0.01% | 662 |
|
|
2015
Q4 | $14K | Sell |
289
-258
| -47% | -$12.5K | ﹤0.01% | 430 |
|
|
2015
Q3 | $28K | Buy |
+547
| New | +$28K | ﹤0.01% | 337 |
|
|
2015
Q2 | – | Sell |
-161,739
| Closed | -$8.56M | – | 202 |
|
|
2015
Q1 | $8.56M | Buy |
161,739
+69,658
| +76% | +$3.69M | 0.87% | 38 |
|
|
2014
Q4 | $4.88M | Buy |
+92,081
| New | +$4.88M | 0.59% | 56 |
|