Carson Wealth (CWM LLC)’s Quad QUAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43K | Buy |
7,572
+2,466
| +48% | +$14K | ﹤0.01% | 3397 |
|
|
2025
Q1 | $28K | Buy |
5,106
+4,827
| +1,730% | +$26.5K | ﹤0.01% | 3447 |
|
|
2024
Q4 | $2K | Buy |
279
+110
| +65% | +$789 | ﹤0.01% | 4595 |
|
|
2024
Q3 | $1K | Buy |
169
+5
| +3% | +$30 | ﹤0.01% | 4678 |
|
|
2024
Q2 | $1K | Buy |
+164
| New | +$1K | ﹤0.01% | 4460 |
|