Carson Wealth (CWM LLC)’s Stoneridge SRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Buy |
17,783
+4,934
| +38% | +$34.7K | ﹤0.01% | 2532 |
|
|
2025
Q1 | $59K | Buy |
12,849
+10,961
| +581% | +$50.3K | ﹤0.01% | 2839 |
|
|
2024
Q4 | $12K | Buy |
1,888
+1,491
| +376% | +$9.48K | ﹤0.01% | 3775 |
|
|
2024
Q3 | $4K | Sell |
397
-111
| -22% | -$1.12K | ﹤0.01% | 4214 |
|
|
2024
Q2 | $8K | Buy |
508
+318
| +167% | +$5.01K | ﹤0.01% | 3684 |
|
|
2024
Q1 | $4K | Buy |
190
+8
| +4% | +$168 | ﹤0.01% | 3789 |
|
|
2023
Q4 | $4K | Buy |
182
+7
| +4% | +$154 | ﹤0.01% | 3630 |
|
|
2023
Q3 | $4K | Hold |
175
| – | – | ﹤0.01% | 3598 |
|
|
2023
Q2 | $3K | Sell |
175
-99
| -36% | -$1.7K | ﹤0.01% | 3687 |
|
|
2023
Q1 | $5K | Hold |
274
| – | – | ﹤0.01% | 3320 |
|
|
2022
Q4 | $6K | Hold |
274
| – | – | ﹤0.01% | 3110 |
|
|
2022
Q3 | $5K | Hold |
274
| – | – | ﹤0.01% | 3098 |
|
|
2022
Q2 | $5K | Buy |
274
+35
| +15% | +$639 | ﹤0.01% | 3007 |
|
|
2022
Q1 | $5K | Buy |
239
+207
| +647% | +$4.33K | ﹤0.01% | 2864 |
|
|
2021
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 3356 |
|