Carson Wealth (CWM LLC)’s Simulations Plus SLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Sell |
55
-149
| -73% | -$2.71K | ﹤0.01% | 5062 |
|
|
2025
Q1 | $5K | Buy |
204
+43
| +27% | +$1.05K | ﹤0.01% | 4480 |
|
|
2024
Q4 | $4K | Buy |
161
+116
| +258% | +$2.88K | ﹤0.01% | 4354 |
|
|
2024
Q3 | $1K | Buy |
45
+20
| +80% | +$444 | ﹤0.01% | 4703 |
|
|
2024
Q2 | $1K | Sell |
25
-2
| -7% | -$80 | ﹤0.01% | 4477 |
|
|
2024
Q1 | $1K | Buy |
27
+2
| +8% | +$74 | ﹤0.01% | 4208 |
|
|
2023
Q4 | $1K | Buy |
25
+9
| +56% | +$360 | ﹤0.01% | 4035 |
|
|
2023
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 4070 |
|
|
2023
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 4055 |
|
|
2023
Q1 | $1K | Sell |
16
-53
| -77% | -$3.31K | ﹤0.01% | 3914 |
|
|
2022
Q4 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 3448 |
|