Carson Wealth (CWM LLC)’s P10 PX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Sell |
570
-405
| -42% | -$4.26K | ﹤0.01% | 4551 |
|
|
2025
Q1 | $11K | Buy |
975
+265
| +37% | +$2.99K | ﹤0.01% | 4063 |
|
|
2024
Q4 | $9K | Buy |
710
+144
| +25% | +$1.83K | ﹤0.01% | 3940 |
|
|
2024
Q3 | $6K | Buy |
566
+475
| +522% | +$5.04K | ﹤0.01% | 4034 |
|
|
2024
Q2 | $1K | Buy |
91
+66
| +264% | +$725 | ﹤0.01% | 4458 |
|
|
2024
Q1 | $0 | Buy |
+25
| New | – | ﹤0.01% | 4665 |
|
|
2022
Q3 | – | Sell |
-1,600
| Closed | -$18K | – | 4114 |
|
|
2022
Q2 | $18K | Buy |
+1,600
| New | +$18K | ﹤0.01% | 2198 |
|