Carson Wealth (CWM LLC)’s Strategic Education STRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Buy |
9,984
+8,542
| +592% | +$727K | ﹤0.01% | 1332 |
|
|
2025
Q1 | $121K | Sell |
1,442
-577
| -29% | -$48.4K | ﹤0.01% | 2260 |
|
|
2024
Q4 | $189K | Buy |
2,019
+593
| +42% | +$55.5K | ﹤0.01% | 1853 |
|
|
2024
Q3 | $132K | Buy |
1,426
+1,096
| +332% | +$101K | ﹤0.01% | 2011 |
|
|
2024
Q2 | $37K | Buy |
330
+318
| +2,650% | +$35.7K | ﹤0.01% | 2686 |
|
|
2024
Q1 | $1K | Buy |
12
+2
| +20% | +$167 | ﹤0.01% | 4213 |
|
|
2023
Q4 | $1K | Sell |
10
-37
| -79% | -$3.7K | ﹤0.01% | 4040 |
|
|
2023
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 3600 |
|
|
2023
Q2 | $3K | Buy |
47
+4
| +9% | +$255 | ﹤0.01% | 3691 |
|
|
2023
Q1 | $4K | Hold |
43
| – | – | ﹤0.01% | 3422 |
|
|
2022
Q4 | $3K | Buy |
43
+2
| +5% | +$140 | ﹤0.01% | 3450 |
|
|
2022
Q3 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 3361 |
|