Carson Wealth (CWM LLC)’s Solo Brands, Inc. SBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,164
| Closed | -$1K | – | 5390 |
|
|
2025
Q1 | $1K | Buy |
3,164
+2,320
| +275% | +$733 | ﹤0.01% | 5022 |
|
|
2024
Q4 | $1K | Buy |
844
+254
| +43% | +$301 | ﹤0.01% | 4867 |
|
|
2024
Q3 | $1K | Buy |
590
+328
| +125% | +$556 | ﹤0.01% | 4778 |
|
|
2024
Q2 | $1K | Sell |
262
-192
| -42% | -$733 | ﹤0.01% | 4544 |
|
|
2024
Q1 | $1K | Sell |
454
-170
| -27% | -$374 | ﹤0.01% | 4267 |
|
|
2023
Q4 | $4K | Buy |
624
+335
| +116% | +$2.15K | ﹤0.01% | 3654 |
|
|
2023
Q3 | $1K | Buy |
+289
| New | +$1K | ﹤0.01% | 4132 |
|
|
2022
Q4 | – | Sell |
-1,706
| Closed | -$6K | – | 4413 |
|
|
2022
Q3 | $6K | Hold |
1,706
| – | – | ﹤0.01% | 3026 |
|
|
2022
Q2 | $7K | Buy |
+1,706
| New | +$7K | ﹤0.01% | 2840 |
|