Carson Wealth (CWM LLC)’s Stereotaxis STXS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4K | Buy |
1,740
+996
| +134% | +$2.29K | ﹤0.01% | 4709 |
|
2025
Q1 | $1K | Buy |
744
+335
| +82% | +$450 | ﹤0.01% | 4981 |
|
2024
Q4 | $1K | Sell |
409
-11
| -3% | -$27 | ﹤0.01% | 4809 |
|
2024
Q3 | $1K | Buy |
+420
| New | +$1K | ﹤0.01% | 4713 |
|
2022
Q1 | – | Sell |
-67
| Closed | – | – | 3837 |
|
2021
Q4 | $0 | Buy |
+67
| New | – | ﹤0.01% | 3619 |
|