Carson Wealth (CWM LLC)’s Team TISI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Hold |
2,220
| – | – | ﹤0.01% | 3453 |
|
|
2025
Q1 | $38K | Hold |
2,220
| – | – | ﹤0.01% | 3208 |
|
|
2024
Q4 | $28K | Hold |
2,220
| – | – | ﹤0.01% | 3230 |
|
|
2024
Q3 | $34K | Hold |
2,220
| – | – | ﹤0.01% | 3000 |
|
|
2024
Q2 | $20K | Hold |
2,220
| – | – | ﹤0.01% | 3120 |
|
|
2024
Q1 | $16K | Hold |
2,220
| – | – | ﹤0.01% | 3059 |
|
|
2023
Q4 | $15K | Buy |
+2,220
| New | +$15K | ﹤0.01% | 2950 |
|
|
2017
Q1 | – | Sell |
-4
| Closed | -$1K | – | 1309 |
|
|
2016
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1074 |
|