Carson Wealth (CWM LLC)’s UNIFI UFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 4815 |
|
|
2025
Q1 | $2K | Hold |
500
| – | – | ﹤0.01% | 4816 |
|
|
2024
Q4 | $3K | Hold |
500
| – | – | ﹤0.01% | 4459 |
|
|
2024
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 4217 |
|
|
2024
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 4131 |
|
|
2024
Q1 | $3K | Hold |
500
| – | – | ﹤0.01% | 3897 |
|
|
2023
Q4 | $3K | Hold |
500
| – | – | ﹤0.01% | 3743 |
|
|
2023
Q3 | $4K | Sell |
500
-25
| -5% | -$200 | ﹤0.01% | 3605 |
|
|
2023
Q2 | $4K | Sell |
525
-12
| -2% | -$91 | ﹤0.01% | 3565 |
|
|
2023
Q1 | $4K | Buy |
537
+37
| +7% | +$276 | ﹤0.01% | 3427 |
|
|
2022
Q4 | $4K | Sell |
500
-69
| -12% | -$552 | ﹤0.01% | 3336 |
|
|
2022
Q3 | $5K | Buy |
569
+69
| +14% | +$606 | ﹤0.01% | 3107 |
|
|
2022
Q2 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 2831 |
|
|
2022
Q1 | – | Sell |
-276
| Closed | -$6K | – | 3856 |
|
|
2021
Q4 | $6K | Buy |
+276
| New | +$6K | ﹤0.01% | 2663 |
|