Carson Wealth (CWM LLC)’s Tredegar Corp TG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Buy |
1,903
+100
| +6% | +$893 | ﹤0.01% | 4016 |
|
|
2025
Q1 | $14K | Buy |
1,803
+99
| +6% | +$769 | ﹤0.01% | 3924 |
|
|
2024
Q4 | $13K | Buy |
1,704
+113
| +7% | +$862 | ﹤0.01% | 3732 |
|
|
2024
Q3 | $12K | Buy |
1,591
+301
| +23% | +$2.27K | ﹤0.01% | 3698 |
|
|
2024
Q2 | $6K | Buy |
1,290
+442
| +52% | +$2.06K | ﹤0.01% | 3811 |
|
|
2024
Q1 | $6K | Buy |
848
+87
| +11% | +$616 | ﹤0.01% | 3609 |
|
|
2023
Q4 | $4K | Sell |
761
-4,650
| -86% | -$24.4K | ﹤0.01% | 3635 |
|
|
2023
Q3 | $29K | Buy |
5,411
+2,756
| +104% | +$14.8K | ﹤0.01% | 2434 |
|
|
2023
Q2 | $18K | Buy |
2,655
+2,187
| +467% | +$14.8K | ﹤0.01% | 2722 |
|
|
2023
Q1 | $4K | Buy |
468
+12
| +3% | +$103 | ﹤0.01% | 3424 |
|
|
2022
Q4 | $5K | Sell |
456
-62
| -12% | -$680 | ﹤0.01% | 3224 |
|
|
2022
Q3 | $5K | Sell |
518
-151
| -23% | -$1.46K | ﹤0.01% | 3104 |
|
|
2022
Q2 | $7K | Hold |
669
| – | – | ﹤0.01% | 2827 |
|
|
2022
Q1 | $8K | Hold |
669
| – | – | ﹤0.01% | 2638 |
|
|
2021
Q4 | $8K | Buy |
+669
| New | +$8K | ﹤0.01% | 2494 |
|
|
2021
Q2 | $5K | Hold |
384
| – | – | ﹤0.01% | 2365 |
|
|
2021
Q1 | $5K | Hold |
384
| – | – | ﹤0.01% | 2365 |
|
|
2020
Q4 | $5K | Hold |
384
| – | – | ﹤0.01% | 2365 |
|
|
2020
Q3 | $5K | Hold |
384
| – | – | ﹤0.01% | 2365 |
|
|
2020
Q2 | $5K | Hold |
384
| – | – | ﹤0.01% | 2365 |
|
|
2020
Q1 | $5K | Hold |
384
| – | – | ﹤0.01% | 2365 |
|
|
2019
Q4 | $5K | Hold |
384
| – | – | ﹤0.01% | 2365 |
|
|
2019
Q3 | $5K | Hold |
384
| – | – | ﹤0.01% | 2365 |
|
|
2019
Q2 | $5K | Hold |
384
| – | – | ﹤0.01% | 2365 |
|
|
2019
Q1 | $5K | Buy |
+384
| New | +$5K | ﹤0.01% | 2365 |
|