Carson Wealth (CWM LLC)’s System1 SST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Sell |
238
-52
| -18% | -$218 | ﹤0.01% | 5066 |
|
|
2025
Q1 | $1K | Buy |
290
+119
| +70% | +$410 | ﹤0.01% | 4980 |
|
|
2024
Q4 | $2K | Buy |
171
+28
| +20% | +$327 | ﹤0.01% | 4610 |
|
|
2024
Q3 | $2K | Buy |
143
+33
| +30% | +$462 | ﹤0.01% | 4456 |
|
|
2024
Q2 | $2K | Buy |
110
+2
| +2% | +$36 | ﹤0.01% | 4265 |
|
|
2024
Q1 | $2K | Buy |
108
+1
| +0.9% | +$19 | ﹤0.01% | 4037 |
|
|
2023
Q4 | $2K | Hold |
107
| – | – | ﹤0.01% | 3847 |
|
|
2023
Q3 | $1K | Hold |
107
| – | – | ﹤0.01% | 4077 |
|
|
2023
Q2 | $5K | Hold |
107
| – | – | ﹤0.01% | 3465 |
|
|
2023
Q1 | $5K | Hold |
107
| – | – | ﹤0.01% | 3321 |
|
|
2022
Q4 | $5K | Hold |
107
| – | – | ﹤0.01% | 3219 |
|
|
2022
Q3 | $7K | Hold |
107
| – | – | ﹤0.01% | 2920 |
|
|
2022
Q2 | $7K | Hold |
107
| – | – | ﹤0.01% | 2824 |
|
|
2022
Q1 | $16K | Buy |
+107
| New | +$16K | ﹤0.01% | 2225 |
|