Carson Wealth (CWM LLC)’s RingCentral RNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $399K | Buy |
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|
2025
Q2 | $256K | Buy |
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|
2025
Q1 | $57K | Sell |
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|
2024
Q4 | $664K | Buy |
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|
2024
Q3 | $150K | Buy |
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|
2024
Q2 | $19K | Sell |
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|
2024
Q1 | $48K | Buy |
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|
2023
Q4 | $10K | Buy |
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|
2023
Q3 | $7K | Buy |
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|
2023
Q2 | $6K | Sell |
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|
2023
Q1 | $57K | Sell |
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|
2022
Q4 | $84K | Sell |
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|
2022
Q3 | $335K | Sell |
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|
2022
Q2 | $477K | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $3.29M | Buy |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $2K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Buy |
|