Carson Wealth (CWM LLC)’s Reata Pharmaceuticals, Inc. Class A Common Stock RETA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-36
| Closed | -$4K | – | 4632 |
|
|
2023
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 3583 |
|
|
2023
Q1 | $3K | Hold |
36
| – | – | ﹤0.01% | 3590 |
|
|
2022
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 3906 |
|
|
2022
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 3829 |
|
|
2022
Q1 | – | Sell |
-14
| Closed | – | – | 3953 |
|
|
2021
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 3675 |
|