Carson Wealth (CWM LLC)’s Reservoir Media RSVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Buy |
224
+125
| +126% | +$1.12K | ﹤0.01% | 4918 |
|
|
2025
Q1 | $1K | Buy |
99
+31
| +46% | +$313 | ﹤0.01% | 4970 |
|
|
2024
Q4 | $1K | Buy |
68
+15
| +28% | +$221 | ﹤0.01% | 4786 |
|
|
2024
Q3 | $0 | Buy |
53
+44
| +489% | – | ﹤0.01% | 5102 |
|
|
2024
Q2 | $0 | Buy |
9
+2
| +29% | – | ﹤0.01% | 4890 |
|
|
2024
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 4687 |
|
|
2022
Q2 | – | Sell |
-351
| Closed | -$3K | – | 4036 |
|
|
2022
Q1 | $3K | Hold |
351
| – | – | ﹤0.01% | 3064 |
|
|
2021
Q4 | $3K | Buy |
+351
| New | +$3K | ﹤0.01% | 3014 |
|