Carson Wealth (CWM LLC)’s Ready Capital RC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
70,008
-37,878
| -35% | -$166K | ﹤0.01% | 1850 |
|
|
2025
Q1 | $549K | Buy |
107,886
+104,764
| +3,356% | +$533K | ﹤0.01% | 1409 |
|
|
2024
Q4 | $21K | Buy |
3,122
+1,619
| +108% | +$10.9K | ﹤0.01% | 3408 |
|
|
2024
Q3 | $11K | Sell |
1,503
-1,858
| -55% | -$13.6K | ﹤0.01% | 3747 |
|
|
2024
Q2 | $27K | Buy |
3,361
+1,634
| +95% | +$13.1K | ﹤0.01% | 2921 |
|
|
2024
Q1 | $16K | Buy |
1,727
+51
| +3% | +$472 | ﹤0.01% | 3052 |
|
|
2023
Q4 | $17K | Sell |
1,676
-483
| -22% | -$4.9K | ﹤0.01% | 2879 |
|
|
2023
Q3 | $22K | Buy |
2,159
+9
| +0.4% | +$92 | ﹤0.01% | 2632 |
|
|
2023
Q2 | $24K | Buy |
2,150
+1,434
| +200% | +$16K | ﹤0.01% | 2515 |
|
|
2023
Q1 | $7K | Buy |
716
+228
| +47% | +$2.23K | ﹤0.01% | 3154 |
|
|
2022
Q4 | $5K | Sell |
488
-206
| -30% | -$2.11K | ﹤0.01% | 3210 |
|
|
2022
Q3 | $7K | Buy |
694
+476
| +218% | +$4.8K | ﹤0.01% | 2913 |
|
|
2022
Q2 | $3K | Buy |
+218
| New | +$3K | ﹤0.01% | 3222 |
|
|
2022
Q1 | – | Sell |
-265
| Closed | -$4K | – | 3789 |
|
|
2021
Q4 | $4K | Buy |
+265
| New | +$4K | ﹤0.01% | 2862 |
|