Carson Wealth (CWM LLC)’s SWK Holdings SWKH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Buy |
473
+253
| +115% | +$3.74K | ﹤0.01% | 4484 |
|
|
2025
Q1 | $3K | Buy |
220
+38
| +21% | +$518 | ﹤0.01% | 4679 |
|
|
2024
Q4 | $2K | Buy |
182
+37
| +26% | +$407 | ﹤0.01% | 4611 |
|
|
2024
Q3 | $2K | Buy |
145
+76
| +110% | +$1.05K | ﹤0.01% | 4459 |
|
|
2024
Q2 | $1K | Buy |
+69
| New | +$1K | ﹤0.01% | 4487 |
|
|
2024
Q1 | – | Sell |
-80
| Closed | -$1K | – | 4724 |
|
|
2023
Q4 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 4042 |
|
|
2023
Q2 | – | Sell |
-127
| Closed | -$2K | – | 4437 |
|
|
2023
Q1 | $2K | Buy |
+127
| New | +$2K | ﹤0.01% | 3693 |
|