Carson Wealth (CWM LLC)’s Tata Motors Limited TTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,303
| Closed | -$32K | – | 4361 |
|
|
2022
Q3 | $32K | Buy |
1,303
+339
| +35% | +$8.33K | ﹤0.01% | 1925 |
|
|
2022
Q2 | $25K | Buy |
964
+345
| +56% | +$8.95K | ﹤0.01% | 1994 |
|
|
2022
Q1 | $17K | Buy |
619
+374
| +153% | +$10.3K | ﹤0.01% | 2201 |
|
|
2021
Q4 | $8K | Buy |
+245
| New | +$8K | ﹤0.01% | 2508 |
|
|
2021
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2704 |
|
|
2021
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2704 |
|
|
2020
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2704 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 2704 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2704 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2704 |
|
|
2019
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2704 |
|
|
2019
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 2704 |
|
|
2019
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2704 |
|
|
2019
Q1 | $2K | Buy |
100
+92
| +1,150% | +$1.84K | ﹤0.01% | 2704 |
|
|
2018
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2290 |
|
|
2018
Q3 | – | Sell |
-249
| Closed | -$5K | – | 2031 |
|
|
2018
Q2 | $5K | Hold |
249
| – | – | ﹤0.01% | 1214 |
|
|
2018
Q1 | $6K | Sell |
249
-72
| -22% | -$1.74K | ﹤0.01% | 986 |
|
|
2017
Q4 | $11K | Buy |
321
+72
| +29% | +$2.47K | ﹤0.01% | 871 |
|
|
2017
Q3 | $8K | Hold |
249
| – | – | ﹤0.01% | 962 |
|
|
2017
Q2 | $8K | Hold |
249
| – | – | ﹤0.01% | 823 |
|
|
2017
Q1 | $9K | Hold |
249
| – | – | ﹤0.01% | 782 |
|
|
2016
Q4 | $9K | Hold |
249
| – | – | ﹤0.01% | 756 |
|
|
2016
Q3 | $10K | Hold |
249
| – | – | ﹤0.01% | 704 |
|
|
2016
Q2 | $9K | Buy |
+249
| New | +$9K | ﹤0.01% | 568 |
|
|
2016
Q1 | – | Sell |
-47
| Closed | -$1K | – | 823 |
|
|
2015
Q4 | $1K | Hold |
47
| – | – | ﹤0.01% | 668 |
|
|
2015
Q3 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 619 |
|