Carson Wealth (CWM LLC)’s SolarWinds Corporation Common Stock SWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,443
| Closed | -$303K | – | 5388 |
|
|
2025
Q1 | $303K | Buy |
16,443
+530
| +3% | +$9.77K | ﹤0.01% | 1666 |
|
|
2024
Q4 | $227K | Sell |
15,913
-1,309
| -8% | -$18.7K | ﹤0.01% | 1742 |
|
|
2024
Q3 | $225K | Buy |
17,222
+8,242
| +92% | +$108K | ﹤0.01% | 1696 |
|
|
2024
Q2 | $108K | Buy |
8,980
+6,633
| +283% | +$79.8K | ﹤0.01% | 1926 |
|
|
2024
Q1 | $30K | Buy |
2,347
+2,182
| +1,322% | +$27.9K | ﹤0.01% | 2646 |
|
|
2023
Q4 | $2K | Buy |
165
+16
| +11% | +$194 | ﹤0.01% | 3871 |
|
|
2023
Q3 | $1K | Hold |
149
| – | – | ﹤0.01% | 4129 |
|
|
2023
Q2 | $2K | Hold |
149
| – | – | ﹤0.01% | 3873 |
|
|
2023
Q1 | $1K | Hold |
149
| – | – | ﹤0.01% | 3987 |
|
|
2022
Q4 | $1K | Buy |
+149
| New | +$1K | ﹤0.01% | 3916 |
|
|
2022
Q1 | – | Sell |
-30
| Closed | – | – | 4021 |
|
|
2021
Q4 | $0 | Buy |
+30
| New | – | ﹤0.01% | 3696 |
|
|
2021
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 3005 |
|
|
2021
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 3005 |
|
|
2020
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 3005 |
|
|
2020
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 3005 |
|
|
2020
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 3005 |
|
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 3005 |
|
|
2019
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 3005 |
|
|
2019
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 3005 |
|
|
2019
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 3005 |
|
|
2019
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 3358 |
|