Carson Wealth (CWM LLC)’s RingCentral RNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
9,019
+6,711
| +291% | +$190K | ﹤0.01% | 1968 |
|
|
2025
Q1 | $57K | Sell |
2,308
-16,663
| -88% | -$412K | ﹤0.01% | 2871 |
|
|
2024
Q4 | $664K | Buy |
18,971
+14,225
| +300% | +$498K | ﹤0.01% | 1271 |
|
|
2024
Q3 | $150K | Buy |
4,746
+4,064
| +596% | +$128K | ﹤0.01% | 1932 |
|
|
2024
Q2 | $19K | Sell |
682
-701
| -51% | -$19.5K | ﹤0.01% | 3152 |
|
|
2024
Q1 | $48K | Buy |
1,383
+1,102
| +392% | +$38.2K | ﹤0.01% | 2318 |
|
|
2023
Q4 | $10K | Buy |
281
+44
| +19% | +$1.57K | ﹤0.01% | 3197 |
|
|
2023
Q3 | $7K | Buy |
237
+68
| +40% | +$2.01K | ﹤0.01% | 3320 |
|
|
2023
Q2 | $6K | Sell |
169
-1,687
| -91% | -$59.9K | ﹤0.01% | 3369 |
|
|
2023
Q1 | $57K | Sell |
1,856
-516
| -22% | -$15.8K | ﹤0.01% | 1786 |
|
|
2022
Q4 | $84K | Sell |
2,372
-6,012
| -72% | -$213K | ﹤0.01% | 1458 |
|
|
2022
Q3 | $335K | Sell |
8,384
-740
| -8% | -$29.6K | ﹤0.01% | 870 |
|
|
2022
Q2 | $477K | Sell |
9,124
-806
| -8% | -$42.1K | ﹤0.01% | 747 |
|
|
2022
Q1 | $1.16M | Sell |
9,930
-7,648
| -44% | -$897K | 0.01% | 523 |
|
|
2021
Q4 | $3.29M | Buy |
+17,578
| New | +$3.29M | 0.02% | 348 |
|
|
2021
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 2667 |
|
|
2021
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 2667 |
|
|
2020
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 2667 |
|
|
2020
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 2667 |
|
|
2020
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 2667 |
|
|
2020
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 2667 |
|
|
2019
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 2667 |
|
|
2019
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 2667 |
|
|
2019
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 2667 |
|
|
2019
Q1 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 2667 |
|
|
2018
Q3 | – | Sell |
-18
| Closed | -$1K | – | 1960 |
|
|
2018
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1573 |
|
|
2018
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1315 |
|