Carson Wealth (CWM LLC)’s Red Violet RDVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
4,086
-13,554
| -77% | -$667K | ﹤0.01% | 2167 |
|
|
2025
Q1 | $663K | Buy |
17,640
+17,346
| +5,900% | +$652K | ﹤0.01% | 1344 |
|
|
2024
Q4 | $11K | Buy |
294
+197
| +203% | +$7.37K | ﹤0.01% | 3824 |
|
|
2024
Q3 | $3K | Buy |
97
+33
| +52% | +$1.02K | ﹤0.01% | 4308 |
|
|
2024
Q2 | $2K | Buy |
64
+20
| +45% | +$625 | ﹤0.01% | 4256 |
|
|
2024
Q1 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 4195 |
|