Carson Wealth (CWM LLC)’s Stoneridge SRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42K | Sell |
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|
2025
Q2 | $125K | Buy |
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|
2025
Q1 | $59K | Buy |
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|
2024
Q4 | $12K | Buy |
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|
2024
Q3 | $4K | Sell |
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|
2024
Q2 | $8K | Buy |
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|
2024
Q1 | $4K | Buy |
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|
2023
Q4 | $4K | Buy |
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|
2023
Q3 | $4K | Hold |
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|
2023
Q2 | $3K | Sell |
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|
2023
Q1 | $5K | Hold |
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|
2022
Q4 | $6K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Buy |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q4 | $1K | Buy |
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