Carson Wealth (CWM LLC)’s Q2 Holdings QTWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Buy |
1,917
+289
| +18% | +$27K | ﹤0.01% | 2271 |
|
|
2025
Q1 | $130K | Buy |
1,628
+94
| +6% | +$7.51K | ﹤0.01% | 2211 |
|
|
2024
Q4 | $154K | Buy |
1,534
+92
| +6% | +$9.24K | ﹤0.01% | 2001 |
|
|
2024
Q3 | $115K | Buy |
1,442
+961
| +200% | +$76.6K | ﹤0.01% | 2116 |
|
|
2024
Q2 | $29K | Buy |
481
+169
| +54% | +$10.2K | ﹤0.01% | 2867 |
|
|
2024
Q1 | $16K | Buy |
312
+91
| +41% | +$4.67K | ﹤0.01% | 3051 |
|
|
2023
Q4 | $10K | Buy |
221
+27
| +14% | +$1.22K | ﹤0.01% | 3196 |
|
|
2023
Q3 | $6K | Buy |
194
+3
| +2% | +$93 | ﹤0.01% | 3394 |
|
|
2023
Q2 | $6K | Sell |
191
-678
| -78% | -$21.3K | ﹤0.01% | 3367 |
|
|
2023
Q1 | $21K | Sell |
869
-42
| -5% | -$1.02K | ﹤0.01% | 2477 |
|
|
2022
Q4 | $24K | Buy |
911
+697
| +326% | +$18.4K | ﹤0.01% | 2243 |
|
|
2022
Q3 | $7K | Sell |
214
-25
| -10% | -$818 | ﹤0.01% | 2912 |
|
|
2022
Q2 | $9K | Buy |
239
+196
| +456% | +$7.38K | ﹤0.01% | 2659 |
|
|
2022
Q1 | $3K | Sell |
43
-4
| -9% | -$279 | ﹤0.01% | 3056 |
|
|
2021
Q4 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 2861 |
|