Carson Wealth (CWM LLC)’s Value Line VALU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Buy |
44
+10
| +29% | +$455 | ﹤0.01% | 4931 |
|
|
2025
Q1 | $1K | Buy |
34
+13
| +62% | +$382 | ﹤0.01% | 4998 |
|
|
2024
Q4 | $1K | Buy |
21
+8
| +62% | +$381 | ﹤0.01% | 4829 |
|
|
2024
Q3 | $1K | Buy |
13
+7
| +117% | +$538 | ﹤0.01% | 4735 |
|
|
2024
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 4967 |
|