Carson Wealth (CWM LLC)’s SPS Commerce SPSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
1,589
+868
| +120% | +$118K | ﹤0.01% | 2114 |
|
|
2025
Q1 | $96K | Buy |
721
+356
| +98% | +$47.4K | ﹤0.01% | 2458 |
|
|
2024
Q4 | $67K | Sell |
365
-54
| -13% | -$9.91K | ﹤0.01% | 2578 |
|
|
2024
Q3 | $81K | Sell |
419
-12
| -3% | -$2.32K | ﹤0.01% | 2334 |
|
|
2024
Q2 | $81K | Buy |
431
+87
| +25% | +$16.4K | ﹤0.01% | 2122 |
|
|
2024
Q1 | $64K | Buy |
344
+120
| +54% | +$22.3K | ﹤0.01% | 2145 |
|
|
2023
Q4 | $43K | Sell |
224
-44
| -16% | -$8.45K | ﹤0.01% | 2274 |
|
|
2023
Q3 | $46K | Buy |
268
+4
| +2% | +$687 | ﹤0.01% | 2118 |
|
|
2023
Q2 | $51K | Hold |
264
| – | – | ﹤0.01% | 1973 |
|
|
2023
Q1 | $40K | Sell |
264
-50
| -16% | -$7.58K | ﹤0.01% | 2032 |
|
|
2022
Q4 | $40K | Buy |
314
+91
| +41% | +$11.6K | ﹤0.01% | 1881 |
|
|
2022
Q3 | $28K | Buy |
223
+59
| +36% | +$7.41K | ﹤0.01% | 2014 |
|
|
2022
Q2 | $19K | Sell |
164
-50
| -23% | -$5.79K | ﹤0.01% | 2155 |
|
|
2022
Q1 | $28K | Buy |
214
+129
| +152% | +$16.9K | ﹤0.01% | 1879 |
|
|
2021
Q4 | $12K | Buy |
+85
| New | +$12K | ﹤0.01% | 2258 |
|
|
2019
Q1 | – | Sell |
-112,856
| Closed | -$4.65M | – | 3219 |
|
|
2018
Q4 | $4.65M | Buy |
112,856
+14,534
| +15% | +$599K | 0.12% | 162 |
|
|
2018
Q3 | $4.88M | Buy |
98,322
+26,834
| +38% | +$1.33M | 0.12% | 165 |
|
|
2018
Q2 | $2.63M | Buy |
71,488
+21,234
| +42% | +$780K | 0.09% | 191 |
|
|
2018
Q1 | $1.61M | Buy |
+50,254
| New | +$1.61M | 0.06% | 192 |
|