Carson Wealth (CWM LLC)’s Standex International SXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Hold |
177
| – | – | ﹤0.01% | 3695 |
|
|
2025
Q1 | $29K | Buy |
177
+7
| +4% | +$1.15K | ﹤0.01% | 3422 |
|
|
2024
Q4 | $32K | Buy |
170
+39
| +30% | +$7.34K | ﹤0.01% | 3131 |
|
|
2024
Q3 | $24K | Buy |
131
+36
| +38% | +$6.6K | ﹤0.01% | 3249 |
|
|
2024
Q2 | $15K | Buy |
95
+8
| +9% | +$1.26K | ﹤0.01% | 3313 |
|
|
2024
Q1 | $16K | Buy |
87
+3
| +4% | +$552 | ﹤0.01% | 3058 |
|
|
2023
Q4 | $13K | Sell |
84
-32
| -28% | -$4.95K | ﹤0.01% | 3048 |
|
|
2023
Q3 | $17K | Sell |
116
-1
| -0.9% | -$147 | ﹤0.01% | 2802 |
|
|
2023
Q2 | $17K | Buy |
117
+14
| +14% | +$2.03K | ﹤0.01% | 2755 |
|
|
2023
Q1 | $13K | Buy |
103
+20
| +24% | +$2.52K | ﹤0.01% | 2813 |
|
|
2022
Q4 | $9K | Buy |
83
+40
| +93% | +$4.34K | ﹤0.01% | 2880 |
|
|
2022
Q3 | $4K | Buy |
43
+36
| +514% | +$3.35K | ﹤0.01% | 3215 |
|
|
2022
Q2 | $1K | Sell |
7
-4
| -36% | -$571 | ﹤0.01% | 3625 |
|
|
2022
Q1 | $1K | Buy |
11
+5
| +83% | +$455 | ﹤0.01% | 3394 |
|
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 3361 |
|