Carson Wealth (CWM LLC)’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Buy |
2,213
+413
| +23% | +$3.17K | ﹤0.01% | 4015 |
|
|
2025
Q1 | $15K | Sell |
1,800
-210
| -10% | -$1.75K | ﹤0.01% | 3885 |
|
|
2024
Q4 | $20K | Sell |
2,010
-166
| -8% | -$1.65K | ﹤0.01% | 3447 |
|
|
2024
Q3 | $30K | Buy |
2,176
+306
| +16% | +$4.22K | ﹤0.01% | 3099 |
|
|
2024
Q2 | $23K | Buy |
1,870
+102
| +6% | +$1.26K | ﹤0.01% | 3031 |
|
|
2024
Q1 | $23K | Sell |
1,768
-85
| -5% | -$1.11K | ﹤0.01% | 2806 |
|
|
2023
Q4 | $28K | Sell |
1,853
-2,089
| -53% | -$31.6K | ﹤0.01% | 2565 |
|
|
2023
Q3 | $49K | Buy |
3,942
+3,933
| +43,700% | +$48.9K | ﹤0.01% | 2078 |
|
|
2023
Q2 | $0 | Sell |
9
-121
| -93% | – | ﹤0.01% | 4434 |
|
|
2023
Q1 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 3691 |
|