Carson Wealth (CWM LLC)’s Simpson Manufacturing SSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53K | Buy |
342
+11
| +3% | +$1.71K | ﹤0.01% | 3239 |
|
|
2025
Q1 | $52K | Buy |
331
+93
| +39% | +$14.6K | ﹤0.01% | 2959 |
|
|
2024
Q4 | $39K | Buy |
238
+3
| +1% | +$492 | ﹤0.01% | 2976 |
|
|
2024
Q3 | $45K | Buy |
235
+19
| +9% | +$3.64K | ﹤0.01% | 2771 |
|
|
2024
Q2 | $36K | Sell |
216
-107
| -33% | -$17.8K | ﹤0.01% | 2704 |
|
|
2024
Q1 | $66K | Buy |
323
+108
| +50% | +$22.1K | ﹤0.01% | 2124 |
|
|
2023
Q4 | $43K | Sell |
215
-29
| -12% | -$5.8K | ﹤0.01% | 2275 |
|
|
2023
Q3 | $37K | Sell |
244
-1
| -0.4% | -$152 | ﹤0.01% | 2271 |
|
|
2023
Q2 | $34K | Buy |
245
+41
| +20% | +$5.69K | ﹤0.01% | 2276 |
|
|
2023
Q1 | $22K | Buy |
204
+36
| +21% | +$3.88K | ﹤0.01% | 2445 |
|
|
2022
Q4 | $15K | Buy |
168
+67
| +66% | +$5.98K | ﹤0.01% | 2577 |
|
|
2022
Q3 | $8K | Buy |
101
+41
| +68% | +$3.25K | ﹤0.01% | 2844 |
|
|
2022
Q2 | $6K | Buy |
60
+7
| +13% | +$700 | ﹤0.01% | 2919 |
|
|
2022
Q1 | $6K | Sell |
53
-11
| -17% | -$1.25K | ﹤0.01% | 2776 |
|
|
2021
Q4 | $9K | Buy |
+64
| New | +$9K | ﹤0.01% | 2427 |
|
|
2021
Q2 | $6K | Hold |
53
| – | – | ﹤0.01% | 2307 |
|
|
2021
Q1 | $6K | Hold |
53
| – | – | ﹤0.01% | 2307 |
|
|
2020
Q4 | $6K | Hold |
53
| – | – | ﹤0.01% | 2307 |
|
|
2020
Q3 | $6K | Hold |
53
| – | – | ﹤0.01% | 2307 |
|
|
2020
Q2 | $6K | Hold |
53
| – | – | ﹤0.01% | 2307 |
|
|
2020
Q1 | $6K | Hold |
53
| – | – | ﹤0.01% | 2307 |
|
|
2019
Q4 | $6K | Hold |
53
| – | – | ﹤0.01% | 2307 |
|
|
2019
Q3 | $6K | Hold |
53
| – | – | ﹤0.01% | 2307 |
|
|
2019
Q2 | $6K | Hold |
53
| – | – | ﹤0.01% | 2307 |
|
|
2019
Q1 | $6K | Buy |
+53
| New | +$6K | ﹤0.01% | 2307 |
|
|
2018
Q3 | – | Sell |
-16
| Closed | -$1K | – | 1980 |
|
|
2018
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1594 |
|