Carson Wealth (CWM LLC)’s SmartRent SMRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85K | Buy |
86,195
+48,449
| +128% | +$47.8K | ﹤0.01% | 2859 |
|
|
2025
Q1 | $46K | Buy |
37,746
+34,132
| +944% | +$41.6K | ﹤0.01% | 3050 |
|
|
2024
Q4 | $6K | Sell |
3,614
-18,525
| -84% | -$30.8K | ﹤0.01% | 4147 |
|
|
2024
Q3 | $38K | Buy |
22,139
+20,214
| +1,050% | +$34.7K | ﹤0.01% | 2910 |
|
|
2024
Q2 | $5K | Buy |
1,925
+1,898
| +7,030% | +$4.93K | ﹤0.01% | 3896 |
|
|
2024
Q1 | $0 | Sell |
27
-69
| -72% | – | ﹤0.01% | 4709 |
|
|
2023
Q4 | $0 | Hold |
96
| – | – | ﹤0.01% | 4480 |
|
|
2023
Q3 | $0 | Hold |
96
| – | – | ﹤0.01% | 4494 |
|
|
2023
Q2 | $0 | Hold |
96
| – | – | ﹤0.01% | 4424 |
|
|
2023
Q1 | $0 | Hold |
96
| – | – | ﹤0.01% | 4309 |
|
|
2022
Q4 | $0 | Hold |
96
| – | – | ﹤0.01% | 4217 |
|
|
2022
Q3 | $0 | Buy |
96
+56
| +140% | – | ﹤0.01% | 4142 |
|
|
2022
Q2 | $0 | Buy |
+40
| New | – | ﹤0.01% | 4049 |
|