Carson Wealth (CWM LLC)’s T1 Energy Inc. TE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4K | Buy |
3,308
+487
| +17% | +$589 | ﹤0.01% | 4720 |
|
2025
Q1 | $4K | Buy |
2,821
+768
| +37% | +$1.09K | ﹤0.01% | 4574 |
|
2024
Q4 | $5K | Buy |
2,053
+1,005
| +96% | +$2.45K | ﹤0.01% | 4252 |
|
2024
Q3 | $1K | Buy |
1,048
+222
| +27% | +$212 | ﹤0.01% | 4758 |
|
2024
Q2 | $1K | Sell |
826
-15
| -2% | -$18 | ﹤0.01% | 4525 |
|
2024
Q1 | $1K | Sell |
841
-9
| -1% | -$11 | ﹤0.01% | 4245 |
|
2023
Q4 | $2K | Hold |
850
| – | – | ﹤0.01% | 3857 |
|
2023
Q3 | $4K | Buy |
850
+54
| +7% | +$254 | ﹤0.01% | 3613 |
|
2023
Q2 | $7K | Buy |
796
+33
| +4% | +$290 | ﹤0.01% | 3309 |
|
2023
Q1 | $7K | Buy |
763
+500
| +190% | +$4.59K | ﹤0.01% | 3173 |
|
2022
Q4 | $2K | Hold |
263
| – | – | ﹤0.01% | 3641 |
|
2022
Q3 | $4K | Hold |
263
| – | – | ﹤0.01% | 3232 |
|
2022
Q2 | $2K | Buy |
+263
| New | +$2K | ﹤0.01% | 3427 |
|