Carson Wealth (CWM LLC)’s Universal Stainless & Alloy USAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,252
| Closed | -$187K | – | 5274 |
|
|
2024
Q4 | $187K | Buy |
4,252
+4,021
| +1,741% | +$177K | ﹤0.01% | 1866 |
|
|
2024
Q3 | $9K | Buy |
231
+6
| +3% | +$234 | ﹤0.01% | 3864 |
|
|
2024
Q2 | $6K | Hold |
225
| – | – | ﹤0.01% | 3825 |
|
|
2024
Q1 | $5K | Hold |
225
| – | – | ﹤0.01% | 3712 |
|
|
2023
Q4 | $5K | Sell |
225
-225
| -50% | -$5K | ﹤0.01% | 3560 |
|
|
2023
Q3 | $6K | Hold |
450
| – | – | ﹤0.01% | 3408 |
|
|
2023
Q2 | $6K | Hold |
450
| – | – | ﹤0.01% | 3396 |
|
|
2023
Q1 | $4K | Hold |
450
| – | – | ﹤0.01% | 3441 |
|
|
2022
Q4 | $3K | Hold |
450
| – | – | ﹤0.01% | 3471 |
|
|
2022
Q3 | $3K | Hold |
450
| – | – | ﹤0.01% | 3383 |
|
|
2022
Q2 | $3K | Hold |
450
| – | – | ﹤0.01% | 3261 |
|
|
2022
Q1 | $4K | Hold |
450
| – | – | ﹤0.01% | 2968 |
|
|
2021
Q4 | $4K | Buy |
+450
| New | +$4K | ﹤0.01% | 2896 |
|
|
2021
Q2 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1876 |
|
|
2021
Q1 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1876 |
|
|
2020
Q4 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1876 |
|
|
2020
Q3 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1876 |
|
|
2020
Q2 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1876 |
|
|
2020
Q1 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1876 |
|
|
2019
Q4 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1876 |
|
|
2019
Q3 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1876 |
|
|
2019
Q2 | $17K | Hold |
1,650
| – | – | ﹤0.01% | 1876 |
|
|
2019
Q1 | $17K | Buy |
+1,650
| New | +$17K | ﹤0.01% | 1876 |
|