Carson Wealth (CWM LLC)’s 2seventy bio TSVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,699
| Closed | -$8K | – | 5307 |
|
|
2025
Q1 | $8K | Buy |
+1,699
| New | +$8K | ﹤0.01% | 4235 |
|
|
2024
Q4 | – | Sell |
-212
| Closed | -$1K | – | 5172 |
|
|
2024
Q3 | $1K | Buy |
212
+136
| +179% | +$642 | ﹤0.01% | 4724 |
|
|
2024
Q2 | $0 | Buy |
76
+43
| +130% | – | ﹤0.01% | 4948 |
|
|
2024
Q1 | $0 | Sell |
33
-76
| -70% | – | ﹤0.01% | 4748 |
|
|
2023
Q4 | $0 | Sell |
109
-36
| -25% | – | ﹤0.01% | 4513 |
|
|
2023
Q3 | $1K | Buy |
+145
| New | +$1K | ﹤0.01% | 4085 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | – | – | 4447 |
|
|
2023
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 4333 |
|
|
2022
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 4241 |
|
|
2022
Q3 | $0 | Sell |
2
-6
| -75% | – | ﹤0.01% | 4167 |
|
|
2022
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 4079 |
|
|
2022
Q1 | – | Sell |
-10
| Closed | – | – | 3853 |
|
|
2021
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 3629 |
|