Carson Wealth (CWM LLC)’s Prothena Corp PRTA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8K Buy
1,366
+731
+115% +$4.28K ﹤0.01% 4402
2025
Q1
$8K Sell
635
-554
-47% -$6.98K ﹤0.01% 4229
2024
Q4
$16K Buy
1,189
+644
+118% +$8.67K ﹤0.01% 3598
2024
Q3
$9K Sell
545
-253
-32% -$4.18K ﹤0.01% 3847
2024
Q2
$16K Sell
798
-297
-27% -$5.96K ﹤0.01% 3270
2024
Q1
$27K Buy
1,095
+784
+252% +$19.3K ﹤0.01% 2710
2023
Q4
$11K Buy
311
+264
+562% +$9.34K ﹤0.01% 3138
2023
Q3
$2K Buy
47
+13
+38% +$553 ﹤0.01% 3847
2023
Q2
$2K Sell
34
-2
-6% -$118 ﹤0.01% 3828
2023
Q1
$2K Sell
36
-54
-60% -$3K ﹤0.01% 3683
2022
Q4
$5K Buy
90
+58
+181% +$3.22K ﹤0.01% 3207
2022
Q3
$2K Hold
32
﹤0.01% 3511
2022
Q2
$1K Sell
32
-10
-24% -$313 ﹤0.01% 3587
2022
Q1
$2K Buy
42
+10
+31% +$476 ﹤0.01% 3196
2021
Q4
$2K Buy
+32
New +$2K ﹤0.01% 3151
2021
Q2
$2K Hold
32
﹤0.01% 2661
2021
Q1
$2K Hold
32
﹤0.01% 2661
2020
Q4
$2K Hold
32
﹤0.01% 2661
2020
Q3
$2K Hold
32
﹤0.01% 2661
2020
Q2
$2K Hold
32
﹤0.01% 2661
2020
Q1
$2K Hold
32
﹤0.01% 2661
2019
Q4
$2K Hold
32
﹤0.01% 2661
2019
Q3
$2K Hold
32
﹤0.01% 2661
2019
Q2
$2K Hold
32
﹤0.01% 2661
2019
Q1
$2K Buy
+32
New +$2K ﹤0.01% 2661