Carson Wealth (CWM LLC)’s TrueCar TRUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Sell |
7,156
-1,206
| -14% | -$2.36K | ﹤0.01% | 4126 |
|
|
2025
Q1 | $13K | Buy |
8,362
+1,404
| +20% | +$2.18K | ﹤0.01% | 3970 |
|
|
2024
Q4 | $26K | Buy |
6,958
+1,936
| +39% | +$7.23K | ﹤0.01% | 3264 |
|
|
2024
Q3 | $17K | Buy |
5,022
+726
| +17% | +$2.46K | ﹤0.01% | 3475 |
|
|
2024
Q2 | $13K | Buy |
4,296
+208
| +5% | +$629 | ﹤0.01% | 3404 |
|
|
2024
Q1 | $14K | Buy |
4,088
+6
| +0.1% | +$21 | ﹤0.01% | 3149 |
|
|
2023
Q4 | $14K | Hold |
4,082
| – | – | ﹤0.01% | 3008 |
|
|
2023
Q3 | $8K | Hold |
4,082
| – | – | ﹤0.01% | 3267 |
|
|
2023
Q2 | $9K | Hold |
4,082
| – | – | ﹤0.01% | 3159 |
|
|
2023
Q1 | $9K | Hold |
4,082
| – | – | ﹤0.01% | 3035 |
|
|
2022
Q4 | $10K | Sell |
4,082
-10,697
| -72% | -$26.2K | ﹤0.01% | 2812 |
|
|
2022
Q3 | $22K | Buy |
14,779
+14,727
| +28,321% | +$21.9K | ﹤0.01% | 2172 |
|
|
2022
Q2 | $0 | Buy |
+52
| New | – | ﹤0.01% | 4077 |
|
|
2021
Q2 | $3K | Hold |
510
| – | – | ﹤0.01% | 2544 |
|
|
2021
Q1 | $3K | Hold |
510
| – | – | ﹤0.01% | 2544 |
|
|
2020
Q4 | $3K | Hold |
510
| – | – | ﹤0.01% | 2544 |
|
|
2020
Q3 | $3K | Hold |
510
| – | – | ﹤0.01% | 2544 |
|
|
2020
Q2 | $3K | Hold |
510
| – | – | ﹤0.01% | 2544 |
|
|
2020
Q1 | $3K | Hold |
510
| – | – | ﹤0.01% | 2544 |
|
|
2019
Q4 | $3K | Hold |
510
| – | – | ﹤0.01% | 2544 |
|
|
2019
Q3 | $3K | Hold |
510
| – | – | ﹤0.01% | 2544 |
|
|
2019
Q2 | $3K | Hold |
510
| – | – | ﹤0.01% | 2544 |
|
|
2019
Q1 | $3K | Buy |
+510
| New | +$3K | ﹤0.01% | 2544 |
|
|
2018
Q3 | – | Sell |
-82
| Closed | -$1K | – | 1990 |
|
|
2018
Q2 | $1K | Sell |
82
-6,255
| -99% | -$76.3K | ﹤0.01% | 1602 |
|
|
2018
Q1 | $60K | Sell |
6,337
-147,010
| -96% | -$1.39M | ﹤0.01% | 523 |
|
|
2017
Q4 | $1.72M | Buy |
+153,347
| New | +$1.72M | 0.08% | 188 |
|