Carson Wealth (CWM LLC)’s StepStone Group STEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90K | Buy |
1,626
+26
| +2% | +$1.44K | ﹤0.01% | 2813 |
|
|
2025
Q1 | $84K | Buy |
1,600
+196
| +14% | +$10.3K | ﹤0.01% | 2572 |
|
|
2024
Q4 | $81K | Buy |
1,404
+219
| +18% | +$12.6K | ﹤0.01% | 2433 |
|
|
2024
Q3 | $67K | Buy |
1,185
+777
| +190% | +$43.9K | ﹤0.01% | 2467 |
|
|
2024
Q2 | $19K | Buy |
408
+134
| +49% | +$6.24K | ﹤0.01% | 3154 |
|
|
2024
Q1 | $10K | Buy |
274
+19
| +7% | +$693 | ﹤0.01% | 3357 |
|
|
2023
Q4 | $8K | Buy |
255
+18
| +8% | +$565 | ﹤0.01% | 3305 |
|
|
2023
Q3 | $7K | Buy |
237
+5
| +2% | +$148 | ﹤0.01% | 3325 |
|
|
2023
Q2 | $6K | Buy |
232
+94
| +68% | +$2.43K | ﹤0.01% | 3377 |
|
|
2023
Q1 | $3K | Buy |
138
+47
| +52% | +$1.02K | ﹤0.01% | 3564 |
|
|
2022
Q4 | $2K | Hold |
91
| – | – | ﹤0.01% | 3623 |
|
|
2022
Q3 | $2K | Sell |
91
-188
| -67% | -$4.13K | ﹤0.01% | 3529 |
|
|
2022
Q2 | $7K | Buy |
+279
| New | +$7K | ﹤0.01% | 2825 |
|