Carson Wealth (CWM LLC)’s Paysafe PSFE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92K | Buy |
7,282
+6,256
| +610% | +$79K | ﹤0.01% | 2798 |
|
|
2025
Q1 | $16K | Sell |
1,026
-142
| -12% | -$2.21K | ﹤0.01% | 3837 |
|
|
2024
Q4 | $20K | Sell |
1,168
-427
| -27% | -$7.31K | ﹤0.01% | 3439 |
|
|
2024
Q3 | $36K | Buy |
1,595
+125
| +9% | +$2.82K | ﹤0.01% | 2952 |
|
|
2024
Q2 | $26K | Buy |
1,470
+1,259
| +597% | +$22.3K | ﹤0.01% | 2948 |
|
|
2024
Q1 | $3K | Buy |
211
+164
| +349% | +$2.33K | ﹤0.01% | 3880 |
|
|
2023
Q4 | $1K | Sell |
47
-5
| -10% | -$106 | ﹤0.01% | 4013 |
|
|
2023
Q3 | $1K | Sell |
52
-1,311
| -96% | -$25.2K | ﹤0.01% | 4045 |
|
|
2023
Q2 | $14K | Sell |
1,363
-512
| -27% | -$5.26K | ﹤0.01% | 2878 |
|
|
2023
Q1 | $32K | Buy |
1,875
+108
| +6% | +$1.84K | ﹤0.01% | 2189 |
|
|
2022
Q4 | $25K | Buy |
1,767
+1,744
| +7,583% | +$24.7K | ﹤0.01% | 2213 |
|
|
2022
Q3 | $0 | Sell |
23
-208
| -90% | – | ﹤0.01% | 4109 |
|
|
2022
Q2 | $5K | Sell |
231
-94
| -29% | -$2.04K | ﹤0.01% | 2998 |
|
|
2022
Q1 | $13K | Buy |
325
+311
| +2,221% | +$12.4K | ﹤0.01% | 2333 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 3339 |
|
|
2021
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 2247 |
|
|
2021
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 2247 |
|
|
2020
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 2247 |
|
|
2020
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 2247 |
|
|
2020
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 2247 |
|
|
2020
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 2247 |
|
|
2019
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 2247 |
|
|
2019
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 2247 |
|
|
2019
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 2247 |
|
|
2019
Q1 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 2247 |
|