Carson Wealth (CWM LLC)’s Retail Value Inc. Common Shares RVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-23
| Closed | – | – | 4220 |
|
|
2022
Q1 | $0 | Sell |
23
-24
| -51% | – | ﹤0.01% | 3999 |
|
|
2021
Q4 | $0 | Buy |
+47
| New | – | ﹤0.01% | 3695 |
|
|
2021
Q2 | $1K | Hold |
251
| – | – | ﹤0.01% | 2865 |
|
|
2021
Q1 | $1K | Hold |
251
| – | – | ﹤0.01% | 2865 |
|
|
2020
Q4 | $1K | Hold |
251
| – | – | ﹤0.01% | 2865 |
|
|
2020
Q3 | $1K | Hold |
251
| – | – | ﹤0.01% | 2865 |
|
|
2020
Q2 | $1K | Hold |
251
| – | – | ﹤0.01% | 2865 |
|
|
2020
Q1 | $1K | Hold |
251
| – | – | ﹤0.01% | 2865 |
|
|
2019
Q4 | $1K | Hold |
251
| – | – | ﹤0.01% | 2865 |
|
|
2019
Q3 | $1K | Hold |
251
| – | – | ﹤0.01% | 2865 |
|
|
2019
Q2 | $1K | Hold |
251
| – | – | ﹤0.01% | 2865 |
|
|
2019
Q1 | $1K | Sell |
251
-54
| -18% | -$215 | ﹤0.01% | 2865 |
|
|
2018
Q4 | $1K | Buy |
+305
| New | +$1K | ﹤0.01% | 2035 |
|