Carson Wealth (CWM LLC)’s Regenxbio RGNX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
46,816
+20,120
| +75% | +$165K | ﹤0.01% | 1718 |
|
|
2025
Q1 | $191K | Buy |
26,696
+26,271
| +6,181% | +$188K | ﹤0.01% | 1948 |
|
|
2024
Q4 | $3K | Sell |
425
-332
| -44% | -$2.34K | ﹤0.01% | 4447 |
|
|
2024
Q3 | $8K | Sell |
757
-98
| -11% | -$1.04K | ﹤0.01% | 3900 |
|
|
2024
Q2 | $10K | Buy |
855
+324
| +61% | +$3.79K | ﹤0.01% | 3559 |
|
|
2024
Q1 | $11K | Buy |
531
+515
| +3,219% | +$10.7K | ﹤0.01% | 3290 |
|
|
2023
Q4 | $0 | Buy |
+16
| New | – | ﹤0.01% | 4453 |
|
|
2023
Q3 | – | Sell |
-43
| Closed | -$1K | – | 4473 |
|
|
2023
Q2 | $1K | Buy |
43
+37
| +617% | +$860 | ﹤0.01% | 4035 |
|
|
2023
Q1 | $0 | Sell |
6
-169
| -97% | – | ﹤0.01% | 4287 |
|
|
2022
Q4 | $4K | Buy |
175
+41
| +31% | +$937 | ﹤0.01% | 3320 |
|
|
2022
Q3 | $4K | Buy |
+134
| New | +$4K | ﹤0.01% | 3202 |
|
|
2022
Q1 | – | Sell |
-158
| Closed | -$5K | – | 3793 |
|
|
2021
Q4 | $5K | Buy |
+158
| New | +$5K | ﹤0.01% | 2743 |
|