Carson Wealth (CWM LLC)’s UP Fintech Holding TIGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Hold |
256
| – | – | ﹤0.01% | 4924 |
|
|
2025
Q1 | $2K | Hold |
256
| – | – | ﹤0.01% | 4810 |
|
|
2024
Q4 | $2K | Hold |
256
| – | – | ﹤0.01% | 4616 |
|
|
2024
Q3 | $1K | Hold |
256
| – | – | ﹤0.01% | 4720 |
|
|
2024
Q2 | $1K | Hold |
256
| – | – | ﹤0.01% | 4492 |
|
|
2024
Q1 | $1K | Hold |
256
| – | – | ﹤0.01% | 4219 |
|
|
2023
Q4 | $1K | Hold |
256
| – | – | ﹤0.01% | 4046 |
|
|
2023
Q3 | $1K | Hold |
256
| – | – | ﹤0.01% | 4080 |
|
|
2023
Q2 | $1K | Hold |
256
| – | – | ﹤0.01% | 4066 |
|
|
2023
Q1 | $1K | Sell |
256
-218
| -46% | -$852 | ﹤0.01% | 3923 |
|
|
2022
Q4 | $2K | Hold |
474
| – | – | ﹤0.01% | 3626 |
|
|
2022
Q3 | $2K | Hold |
474
| – | – | ﹤0.01% | 3536 |
|
|
2022
Q2 | $2K | Hold |
474
| – | – | ﹤0.01% | 3407 |
|
|
2022
Q1 | $2K | Hold |
474
| – | – | ﹤0.01% | 3216 |
|
|
2021
Q4 | $2K | Buy |
+474
| New | +$2K | ﹤0.01% | 3167 |
|
|
2021
Q2 | $62K | Hold |
2,147
| – | – | ﹤0.01% | 1309 |
|
|
2021
Q1 | $62K | Hold |
2,147
| – | – | ﹤0.01% | 1309 |
|
|
2020
Q4 | $62K | Hold |
2,147
| – | – | ﹤0.01% | 1309 |
|
|
2020
Q3 | $62K | Hold |
2,147
| – | – | ﹤0.01% | 1309 |
|
|
2020
Q2 | $62K | Hold |
2,147
| – | – | ﹤0.01% | 1309 |
|
|
2020
Q1 | $62K | Hold |
2,147
| – | – | ﹤0.01% | 1309 |
|
|
2019
Q4 | $62K | Hold |
2,147
| – | – | ﹤0.01% | 1309 |
|
|
2019
Q3 | $62K | Hold |
2,147
| – | – | ﹤0.01% | 1309 |
|
|
2019
Q2 | $62K | Hold |
2,147
| – | – | ﹤0.01% | 1309 |
|
|
2019
Q1 | $62K | Buy |
+2,147
| New | +$62K | ﹤0.01% | 1309 |
|