Carson Wealth (CWM LLC)’s Scansource SCSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30K | Buy |
722
+129
| +22% | +$5.36K | ﹤0.01% | 3651 |
|
|
2025
Q1 | $20K | Sell |
593
-422
| -42% | -$14.2K | ﹤0.01% | 3678 |
|
|
2024
Q4 | $48K | Buy |
1,015
+352
| +53% | +$16.6K | ﹤0.01% | 2838 |
|
|
2024
Q3 | $32K | Buy |
663
+16
| +2% | +$772 | ﹤0.01% | 3055 |
|
|
2024
Q2 | $29K | Buy |
647
+402
| +164% | +$18K | ﹤0.01% | 2869 |
|
|
2024
Q1 | $11K | Buy |
245
+68
| +38% | +$3.05K | ﹤0.01% | 3293 |
|
|
2023
Q4 | $7K | Buy |
177
+6
| +4% | +$237 | ﹤0.01% | 3367 |
|
|
2023
Q3 | $5K | Buy |
171
+1
| +0.6% | +$29 | ﹤0.01% | 3486 |
|
|
2023
Q2 | $5K | Buy |
170
+144
| +554% | +$4.24K | ﹤0.01% | 3462 |
|
|
2023
Q1 | $1K | Sell |
26
-9
| -26% | -$346 | ﹤0.01% | 3905 |
|
|
2022
Q4 | $1K | Buy |
35
+9
| +35% | +$257 | ﹤0.01% | 3825 |
|
|
2022
Q3 | $1K | Sell |
26
-35
| -57% | -$1.35K | ﹤0.01% | 3738 |
|
|
2022
Q2 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 3390 |
|
|
2022
Q1 | – | Sell |
-94
| Closed | -$3K | – | 3812 |
|
|
2021
Q4 | $3K | Buy |
+94
| New | +$3K | ﹤0.01% | 3018 |
|