Carson Wealth (CWM LLC)’s SomaLogic, Inc. Class A Common Stock SLGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,381
| Closed | -$21K | – | 4880 |
|
|
2023
Q4 | $21K | Sell |
8,381
-328
| -4% | -$822 | ﹤0.01% | 2759 |
|
|
2023
Q3 | $21K | Sell |
8,709
-241
| -3% | -$581 | ﹤0.01% | 2669 |
|
|
2023
Q2 | $21K | Hold |
8,950
| – | – | ﹤0.01% | 2620 |
|
|
2023
Q1 | $23K | Hold |
8,950
| – | – | ﹤0.01% | 2419 |
|
|
2022
Q4 | $22K | Buy |
+8,950
| New | +$22K | ﹤0.01% | 2313 |
|