Carson Wealth (CWM LLC)’s Schrodinger SDGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Sell |
490
-276
| -36% | -$5.63K | ﹤0.01% | 4306 |
|
|
2025
Q1 | $15K | Buy |
766
+175
| +30% | +$3.43K | ﹤0.01% | 3881 |
|
|
2024
Q4 | $11K | Sell |
591
-207
| -26% | -$3.85K | ﹤0.01% | 3826 |
|
|
2024
Q3 | $15K | Buy |
798
+153
| +24% | +$2.88K | ﹤0.01% | 3554 |
|
|
2024
Q2 | $12K | Sell |
645
-135
| -17% | -$2.51K | ﹤0.01% | 3451 |
|
|
2024
Q1 | $21K | Buy |
780
+126
| +19% | +$3.39K | ﹤0.01% | 2886 |
|
|
2023
Q4 | $23K | Buy |
654
+12
| +2% | +$422 | ﹤0.01% | 2700 |
|
|
2023
Q3 | $18K | Sell |
642
-118
| -16% | -$3.31K | ﹤0.01% | 2758 |
|
|
2023
Q2 | $38K | Buy |
760
+120
| +19% | +$6K | ﹤0.01% | 2186 |
|
|
2023
Q1 | $17K | Hold |
640
| – | – | ﹤0.01% | 2627 |
|
|
2022
Q4 | $12K | Buy |
640
+598
| +1,424% | +$11.2K | ﹤0.01% | 2712 |
|
|
2022
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 3740 |
|
|
2022
Q2 | $1K | Buy |
42
+37
| +740% | +$881 | ﹤0.01% | 3612 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 3813 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3610 |
|