Carson Wealth (CWM LLC)’s Stellus Capital Investment Corp SCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Hold |
400
| – | – | ﹤0.01% | 4559 |
|
|
2025
Q1 | $6K | Hold |
400
| – | – | ﹤0.01% | 4395 |
|
|
2024
Q4 | $6K | Hold |
400
| – | – | ﹤0.01% | 4145 |
|
|
2024
Q3 | $5K | Hold |
400
| – | – | ﹤0.01% | 4131 |
|
|
2024
Q2 | $5K | Hold |
400
| – | – | ﹤0.01% | 3892 |
|
|
2024
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 3687 |
|
|
2023
Q4 | $5K | Hold |
400
| – | – | ﹤0.01% | 3538 |
|
|
2023
Q3 | $5K | Hold |
400
| – | – | ﹤0.01% | 3485 |
|
|
2023
Q2 | $6K | Hold |
400
| – | – | ﹤0.01% | 3373 |
|
|
2023
Q1 | $6K | Hold |
400
| – | – | ﹤0.01% | 3234 |
|
|
2022
Q4 | $5K | Hold |
400
| – | – | ﹤0.01% | 3217 |
|
|
2022
Q3 | $5K | Buy |
+400
| New | +$5K | ﹤0.01% | 3096 |
|
|
2017
Q4 | – | Sell |
-1,839
| Closed | -$25K | – | 1566 |
|
|
2017
Q3 | $25K | Buy |
+1,839
| New | +$25K | ﹤0.01% | 661 |
|