Carson Wealth (CWM LLC)’s Telos TLS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2K | Sell |
770
-139
| -15% | -$361 | ﹤0.01% | 4925 |
|
2025
Q1 | $2K | Buy |
909
+774
| +573% | +$1.7K | ﹤0.01% | 4811 |
|
2024
Q4 | $0 | Sell |
135
-1
| -0.7% | – | ﹤0.01% | 5162 |
|
2024
Q3 | $0 | Buy |
+136
| New | – | ﹤0.01% | 5146 |
|
2022
Q2 | – | Sell |
-15
| Closed | – | – | 4069 |
|
2022
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 3843 |
|