Carson Wealth (CWM LLC)’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1K | Sell |
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|
2025
Q3 | $4K | Sell |
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|
2025
Q2 | $17K | Buy |
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|
2025
Q1 | $15K | Sell |
|
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|
2024
Q4 | $20K | Sell |
|
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|
2024
Q3 | $30K | Buy |
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|
2024
Q2 | $23K | Buy |
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|
2024
Q1 | $23K | Sell |
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|
2023
Q4 | $28K | Sell |
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|
2023
Q3 | $49K | Buy |
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|
2023
Q2 | $0 | Sell |
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|
2023
Q1 | $2K | Buy |
|