Carson Wealth (CWM LLC)’s Rafael Holdings RFL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 5268 |
|
2025
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 5169 |
|
2024
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 5112 |
|
2024
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 5096 |
|
2024
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 4881 |
|
2024
Q1 | $0 | Sell |
8
-380
| -98% | – | ﹤0.01% | 4676 |
|
2023
Q4 | $1K | Buy |
388
+8
| +2% | +$21 | ﹤0.01% | 4023 |
|
2023
Q3 | $1K | Hold |
380
| – | – | ﹤0.01% | 4055 |
|
2023
Q2 | $1K | Hold |
380
| – | – | ﹤0.01% | 4034 |
|
2023
Q1 | $1K | Hold |
380
| – | – | ﹤0.01% | 3898 |
|
2022
Q4 | $1K | Hold |
380
| – | – | ﹤0.01% | 3813 |
|
2022
Q3 | $1K | Hold |
380
| – | – | ﹤0.01% | 3725 |
|
2022
Q2 | $1K | Hold |
380
| – | – | ﹤0.01% | 3599 |
|
2022
Q1 | $1K | Hold |
380
| – | – | ﹤0.01% | 3378 |
|
2021
Q4 | $2K | Buy |
+380
| New | +$2K | ﹤0.01% | 3156 |
|
2021
Q2 | $19K | Hold |
380
| – | – | ﹤0.01% | 1817 |
|
2021
Q1 | $19K | Hold |
380
| – | – | ﹤0.01% | 1817 |
|
2020
Q4 | $19K | Hold |
380
| – | – | ﹤0.01% | 1817 |
|
2020
Q3 | $19K | Hold |
380
| – | – | ﹤0.01% | 1817 |
|
2020
Q2 | $19K | Hold |
380
| – | – | ﹤0.01% | 1817 |
|
2020
Q1 | $19K | Hold |
380
| – | – | ﹤0.01% | 1817 |
|
2019
Q4 | $19K | Hold |
380
| – | – | ﹤0.01% | 1817 |
|
2019
Q3 | $19K | Hold |
380
| – | – | ﹤0.01% | 1817 |
|
2019
Q2 | $19K | Hold |
380
| – | – | ﹤0.01% | 1817 |
|
2019
Q1 | $19K | Buy |
+380
| New | +$19K | ﹤0.01% | 1817 |
|