Carson Wealth (CWM LLC)’s Select Medical SEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Buy |
1,025
+108
| +12% | +$1.69K | ﹤0.01% | 4050 |
|
|
2025
Q1 | $15K | Sell |
917
-241
| -21% | -$3.94K | ﹤0.01% | 3884 |
|
|
2024
Q4 | $22K | Sell |
1,158
-408
| -26% | -$7.75K | ﹤0.01% | 3379 |
|
|
2024
Q3 | $29K | Buy |
1,566
+48
| +3% | +$889 | ﹤0.01% | 3124 |
|
|
2024
Q2 | $29K | Buy |
1,518
+163
| +12% | +$3.11K | ﹤0.01% | 2870 |
|
|
2024
Q1 | $22K | Buy |
1,355
+330
| +32% | +$5.36K | ﹤0.01% | 2839 |
|
|
2023
Q4 | $13K | Sell |
1,025
-998
| -49% | -$12.7K | ﹤0.01% | 3045 |
|
|
2023
Q3 | $28K | Sell |
2,023
-247
| -11% | -$3.42K | ﹤0.01% | 2462 |
|
|
2023
Q2 | $39K | Buy |
2,270
+342
| +18% | +$5.88K | ﹤0.01% | 2168 |
|
|
2023
Q1 | $27K | Buy |
1,928
+449
| +30% | +$6.29K | ﹤0.01% | 2297 |
|
|
2022
Q4 | $20K | Sell |
1,479
-201
| -12% | -$2.72K | ﹤0.01% | 2379 |
|
|
2022
Q3 | $20K | Buy |
1,680
+865
| +106% | +$10.3K | ﹤0.01% | 2230 |
|
|
2022
Q2 | $10K | Sell |
815
-165
| -17% | -$2.03K | ﹤0.01% | 2598 |
|
|
2022
Q1 | $13K | Sell |
980
-347
| -26% | -$4.6K | ﹤0.01% | 2338 |
|
|
2021
Q4 | $21K | Buy |
+1,327
| New | +$21K | ﹤0.01% | 1971 |
|
|
2021
Q2 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1714 |
|
|
2021
Q1 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1714 |
|
|
2020
Q4 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1714 |
|
|
2020
Q3 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1714 |
|
|
2020
Q2 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1714 |
|
|
2020
Q1 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1714 |
|
|
2019
Q4 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1714 |
|
|
2019
Q3 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1714 |
|
|
2019
Q2 | $24K | Hold |
1,049
| – | – | ﹤0.01% | 1714 |
|
|
2019
Q1 | $24K | Buy |
1,049
+928
| +767% | +$21.2K | ﹤0.01% | 1714 |
|
|
2018
Q4 | $1K | Hold |
121
| – | – | ﹤0.01% | 1976 |
|
|
2018
Q3 | $1K | Hold |
121
| – | – | ﹤0.01% | 1738 |
|
|
2018
Q2 | $1K | Hold |
121
| – | – | ﹤0.01% | 1583 |
|
|
2018
Q1 | $1K | Hold |
121
| – | – | ﹤0.01% | 1323 |
|
|
2017
Q4 | $1K | Hold |
121
| – | – | ﹤0.01% | 1393 |
|
|
2017
Q3 | $1K | Hold |
121
| – | – | ﹤0.01% | 1412 |
|
|
2017
Q2 | $1K | Hold |
121
| – | – | ﹤0.01% | 1133 |
|
|
2017
Q1 | $1K | Buy |
+121
| New | +$1K | ﹤0.01% | 1102 |
|