Carson Wealth (CWM LLC)’s Steelcase SCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
26,743
+6,940
| +35% | +$72.4K | ﹤0.01% | 1920 |
|
|
2025
Q1 | $217K | Sell |
19,803
-5,600
| -22% | -$61.4K | ﹤0.01% | 1869 |
|
|
2024
Q4 | $300K | Sell |
25,403
-1,652
| -6% | -$19.5K | ﹤0.01% | 1590 |
|
|
2024
Q3 | $365K | Buy |
27,055
+5,324
| +24% | +$71.8K | ﹤0.01% | 1447 |
|
|
2024
Q2 | $282K | Buy |
21,731
+594
| +3% | +$7.71K | ﹤0.01% | 1419 |
|
|
2024
Q1 | $276K | Buy |
21,137
+3,262
| +18% | +$42.6K | ﹤0.01% | 1370 |
|
|
2023
Q4 | $242K | Buy |
17,875
+462
| +3% | +$6.26K | ﹤0.01% | 1334 |
|
|
2023
Q3 | $195K | Buy |
17,413
+3,444
| +25% | +$38.6K | ﹤0.01% | 1323 |
|
|
2023
Q2 | $108K | Sell |
13,969
-10
| -0.1% | -$77 | ﹤0.01% | 1529 |
|
|
2023
Q1 | $118K | Sell |
13,979
-562
| -4% | -$4.74K | ﹤0.01% | 1407 |
|
|
2022
Q4 | $103K | Buy |
14,541
+3,082
| +27% | +$21.8K | ﹤0.01% | 1367 |
|
|
2022
Q3 | $75K | Buy |
+11,459
| New | +$75K | ﹤0.01% | 1468 |
|