Carson Wealth (CWM LLC)’s Shenandoah Telecom SHEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
73,417
+86
| +0.1% | +$1.18K | ﹤0.01% | 1238 |
|
|
2025
Q1 | $922K | Buy |
73,331
+2,480
| +4% | +$31.2K | ﹤0.01% | 1174 |
|
|
2024
Q4 | $893K | Sell |
70,851
-468
| -0.7% | -$5.9K | ﹤0.01% | 1141 |
|
|
2024
Q3 | $1.01M | Sell |
71,319
-1,071
| -1% | -$15.1K | ﹤0.01% | 1025 |
|
|
2024
Q2 | $1.18M | Buy |
72,390
+2,121
| +3% | +$34.6K | 0.01% | 817 |
|
|
2024
Q1 | $1.22M | Buy |
70,269
+1,570
| +2% | +$27.3K | 0.01% | 784 |
|
|
2023
Q4 | $1.49M | Sell |
68,699
-3,868
| -5% | -$83.6K | 0.01% | 653 |
|
|
2023
Q3 | $1.5M | Sell |
72,567
-15,745
| -18% | -$325K | 0.01% | 614 |
|
|
2023
Q2 | $1.72M | Buy |
88,312
+3,394
| +4% | +$65.9K | 0.01% | 552 |
|
|
2023
Q1 | $1.62M | Buy |
84,918
+5,658
| +7% | +$108K | 0.01% | 520 |
|
|
2022
Q4 | $1.26M | Buy |
79,260
+2,287
| +3% | +$36.3K | 0.01% | 545 |
|
|
2022
Q3 | $1.31M | Sell |
76,973
-13,283
| -15% | -$226K | 0.01% | 488 |
|
|
2022
Q2 | $2M | Buy |
90,256
+41,862
| +87% | +$929K | 0.02% | 411 |
|
|
2022
Q1 | $1.14M | Buy |
48,394
+45,424
| +1,529% | +$1.07M | 0.01% | 531 |
|
|
2021
Q4 | $76K | Buy |
+2,970
| New | +$76K | ﹤0.01% | 1412 |
|