Carson Wealth (CWM LLC)’s SiriusPoint SPNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60K | Buy |
2,960
+209
| +8% | +$4.24K | ﹤0.01% | 3133 |
|
|
2025
Q1 | $48K | Buy |
2,751
+213
| +8% | +$3.72K | ﹤0.01% | 3026 |
|
|
2024
Q4 | $42K | Buy |
2,538
+12
| +0.5% | +$199 | ﹤0.01% | 2934 |
|
|
2024
Q3 | $36K | Buy |
2,526
+237
| +10% | +$3.38K | ﹤0.01% | 2955 |
|
|
2024
Q2 | $28K | Buy |
2,289
+1,050
| +85% | +$12.8K | ﹤0.01% | 2899 |
|
|
2024
Q1 | $16K | Sell |
1,239
-540
| -30% | -$6.97K | ﹤0.01% | 3056 |
|
|
2023
Q4 | $21K | Sell |
1,779
-458
| -20% | -$5.41K | ﹤0.01% | 2752 |
|
|
2023
Q3 | $23K | Sell |
2,237
-29
| -1% | -$298 | ﹤0.01% | 2610 |
|
|
2023
Q2 | $20K | Sell |
2,266
-13
| -0.6% | -$115 | ﹤0.01% | 2645 |
|
|
2023
Q1 | $19K | Buy |
2,279
+21
| +0.9% | +$175 | ﹤0.01% | 2555 |
|
|
2022
Q4 | $13K | Sell |
2,258
-120
| -5% | -$691 | ﹤0.01% | 2664 |
|
|
2022
Q3 | $12K | Buy |
2,378
+2,074
| +682% | +$10.5K | ﹤0.01% | 2587 |
|
|
2022
Q2 | $2K | Sell |
304
-1,033
| -77% | -$6.8K | ﹤0.01% | 3399 |
|
|
2022
Q1 | $10K | Buy |
1,337
+940
| +237% | +$7.03K | ﹤0.01% | 2492 |
|
|
2021
Q4 | $3K | Buy |
+397
| New | +$3K | ﹤0.01% | 3023 |
|