Carson Wealth (CWM LLC)’s Remitly RELY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Sell |
5,437
-2,077
| -28% | -$39K | ﹤0.01% | 2703 |
|
|
2025
Q1 | $156K | Sell |
7,514
-2,051
| -21% | -$42.6K | ﹤0.01% | 2085 |
|
|
2024
Q4 | $216K | Buy |
9,565
+8,164
| +583% | +$184K | ﹤0.01% | 1777 |
|
|
2024
Q3 | $19K | Sell |
1,401
-467
| -25% | -$6.33K | ﹤0.01% | 3400 |
|
|
2024
Q2 | $23K | Buy |
1,868
+1,435
| +331% | +$17.7K | ﹤0.01% | 3028 |
|
|
2024
Q1 | $9K | Buy |
433
+392
| +956% | +$8.15K | ﹤0.01% | 3414 |
|
|
2023
Q4 | $1K | Buy |
41
+7
| +21% | +$171 | ﹤0.01% | 4021 |
|
|
2023
Q3 | $1K | Buy |
34
+18
| +113% | +$529 | ﹤0.01% | 4052 |
|
|
2023
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 4404 |
|
|
2023
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 4283 |
|
|
2022
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 4189 |
|
|
2022
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 4122 |
|
|
2022
Q2 | $0 | Buy |
+16
| New | – | ﹤0.01% | 4025 |
|