Carson Wealth (CWM LLC)’s PowerSchool Holdings, Inc. PWSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-132
| Closed | -$3K | – | 5277 |
|
|
2024
Q3 | $3K | Buy |
132
+24
| +22% | +$545 | ﹤0.01% | 4337 |
|
|
2024
Q2 | $2K | Buy |
108
+93
| +620% | +$1.72K | ﹤0.01% | 4283 |
|
|
2024
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 4830 |
|
|
2023
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 4592 |
|
|
2023
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 4588 |
|
|
2023
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 4503 |
|
|
2023
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 4388 |
|
|
2022
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 4292 |
|
|
2022
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 4221 |
|
|
2022
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 4123 |
|