Carson Wealth (CWM LLC)’s Strata Critical Medical, Inc. Class A Common Stock SRTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Sell |
8,122
-860
| -10% | -$3.49K | ﹤0.01% | 3573 |
|
|
2025
Q1 | $25K | Sell |
8,982
-2,629
| -23% | -$7.32K | ﹤0.01% | 3502 |
|
|
2024
Q4 | $49K | Sell |
11,611
-248
| -2% | -$1.05K | ﹤0.01% | 2807 |
|
|
2024
Q3 | $35K | Buy |
11,859
+4,485
| +61% | +$13.2K | ﹤0.01% | 2960 |
|
|
2024
Q2 | $26K | Buy |
7,374
+6,521
| +764% | +$23K | ﹤0.01% | 2935 |
|
|
2024
Q1 | $2K | Buy |
853
+153
| +22% | +$359 | ﹤0.01% | 3933 |
|
|
2023
Q4 | $2K | Hold |
700
| – | – | ﹤0.01% | 3776 |
|
|
2023
Q3 | $2K | Hold |
700
| – | – | ﹤0.01% | 3753 |
|
|
2023
Q2 | $3K | Hold |
700
| – | – | ﹤0.01% | 3600 |
|
|
2023
Q1 | $2K | Hold |
700
| – | – | ﹤0.01% | 3614 |
|
|
2022
Q4 | $3K | Hold |
700
| – | – | ﹤0.01% | 3372 |
|
|
2022
Q3 | $3K | Hold |
700
| – | – | ﹤0.01% | 3265 |
|
|
2022
Q2 | $3K | Hold |
700
| – | – | ﹤0.01% | 3157 |
|
|
2022
Q1 | $6K | Hold |
700
| – | – | ﹤0.01% | 2721 |
|
|
2021
Q4 | $6K | Buy |
+700
| New | +$6K | ﹤0.01% | 2601 |
|
|
2021
Q2 | $7K | Hold |
700
| – | – | ﹤0.01% | 2224 |
|
|
2021
Q1 | $7K | Hold |
700
| – | – | ﹤0.01% | 2224 |
|
|
2020
Q4 | $7K | Hold |
700
| – | – | ﹤0.01% | 2224 |
|
|
2020
Q3 | $7K | Hold |
700
| – | – | ﹤0.01% | 2224 |
|
|
2020
Q2 | $7K | Hold |
700
| – | – | ﹤0.01% | 2224 |
|
|
2020
Q1 | $7K | Hold |
700
| – | – | ﹤0.01% | 2224 |
|
|
2019
Q4 | $7K | Hold |
700
| – | – | ﹤0.01% | 2224 |
|
|
2019
Q3 | $7K | Hold |
700
| – | – | ﹤0.01% | 2224 |
|
|
2019
Q2 | $7K | Hold |
700
| – | – | ﹤0.01% | 2224 |
|
|
2019
Q1 | $7K | Buy |
+700
| New | +$7K | ﹤0.01% | 2224 |
|