Carson Wealth (CWM LLC)’s Standard Lithium SLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
560
| – | – | ﹤0.01% | 5061 |
|
|
2025
Q1 | $1K | Sell |
560
-250
| -31% | -$446 | ﹤0.01% | 4978 |
|
|
2024
Q4 | $1K | Buy |
810
+250
| +45% | +$309 | ﹤0.01% | 4799 |
|
|
2024
Q3 | $1K | Sell |
560
-600
| -52% | -$1.07K | ﹤0.01% | 4701 |
|
|
2024
Q2 | $1K | Hold |
1,160
| – | – | ﹤0.01% | 4475 |
|
|
2024
Q1 | $1K | Hold |
1,160
| – | – | ﹤0.01% | 4207 |
|
|
2023
Q4 | $2K | Hold |
1,160
| – | – | ﹤0.01% | 3842 |
|
|
2023
Q3 | $3K | Buy |
1,160
+500
| +76% | +$1.29K | ﹤0.01% | 3701 |
|
|
2023
Q2 | $3K | Hold |
660
| – | – | ﹤0.01% | 3684 |
|
|
2023
Q1 | $3K | Hold |
660
| – | – | ﹤0.01% | 3560 |
|
|
2022
Q4 | $2K | Hold |
660
| – | – | ﹤0.01% | 3619 |
|
|
2022
Q3 | $3K | Buy |
660
+360
| +120% | +$1.64K | ﹤0.01% | 3357 |
|
|
2022
Q2 | $1K | Buy |
+300
| New | +$1K | ﹤0.01% | 3619 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$3K | – | 3819 |
|
|
2021
Q4 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 3021 |
|