Carson Wealth (CWM LLC)’s Skyward Specialty Insurance SKWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
1,912
+113
| +6% | +$6.5K | ﹤0.01% | 2627 |
|
|
2025
Q1 | $95K | Sell |
1,799
-2,522
| -58% | -$133K | ﹤0.01% | 2466 |
|
|
2024
Q4 | $218K | Buy |
4,321
+189
| +5% | +$9.54K | ﹤0.01% | 1771 |
|
|
2024
Q3 | $168K | Buy |
4,132
+4,003
| +3,103% | +$163K | ﹤0.01% | 1852 |
|
|
2024
Q2 | $5K | Buy |
129
+32
| +33% | +$1.24K | ﹤0.01% | 3895 |
|
|
2024
Q1 | $4K | Buy |
+97
| New | +$4K | ﹤0.01% | 3785 |
|