Carson Wealth (CWM LLC)’s INNOVATE Corp VATE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Hold |
920
| – | – | ﹤0.01% | 4639 |
|
|
2025
Q1 | $7K | Hold |
920
| – | – | ﹤0.01% | 4315 |
|
|
2024
Q4 | $5K | Hold |
920
| – | – | ﹤0.01% | 4244 |
|
|
2024
Q3 | $3K | Sell |
920
-32
| -3% | -$104 | ﹤0.01% | 4325 |
|
|
2024
Q2 | $6K | Buy |
952
+32
| +3% | +$202 | ﹤0.01% | 3815 |
|
|
2024
Q1 | $6K | Hold |
920
| – | – | ﹤0.01% | 3615 |
|
|
2023
Q4 | $11K | Hold |
920
| – | – | ﹤0.01% | 3148 |
|
|
2023
Q3 | $15K | Sell |
920
-3,400
| -79% | -$55.4K | ﹤0.01% | 2894 |
|
|
2023
Q2 | $76K | Hold |
4,320
| – | – | ﹤0.01% | 1713 |
|
|
2023
Q1 | $128K | Hold |
4,320
| – | – | ﹤0.01% | 1366 |
|
|
2022
Q4 | $81K | Hold |
4,320
| – | – | ﹤0.01% | 1475 |
|
|
2022
Q3 | $30K | Hold |
4,320
| – | – | ﹤0.01% | 1969 |
|
|
2022
Q2 | $75K | Sell |
4,320
-27
| -0.6% | -$469 | ﹤0.01% | 1439 |
|
|
2022
Q1 | $160K | Buy |
4,347
+27
| +0.6% | +$994 | ﹤0.01% | 1131 |
|
|
2021
Q4 | $160K | Buy |
+4,320
| New | +$160K | ﹤0.01% | 1115 |
|
|
2021
Q2 | $172K | Hold |
4,320
| – | – | ﹤0.01% | 952 |
|
|
2021
Q1 | $172K | Hold |
4,320
| – | – | ﹤0.01% | 952 |
|
|
2020
Q4 | $172K | Hold |
4,320
| – | – | ﹤0.01% | 952 |
|
|
2020
Q3 | $172K | Hold |
4,320
| – | – | ﹤0.01% | 952 |
|
|
2020
Q2 | $172K | Hold |
4,320
| – | – | ﹤0.01% | 952 |
|
|
2020
Q1 | $172K | Hold |
4,320
| – | – | ﹤0.01% | 952 |
|
|
2019
Q4 | $172K | Hold |
4,320
| – | – | ﹤0.01% | 952 |
|
|
2019
Q3 | $172K | Hold |
4,320
| – | – | ﹤0.01% | 952 |
|
|
2019
Q2 | $172K | Hold |
4,320
| – | – | ﹤0.01% | 952 |
|
|
2019
Q1 | $172K | Buy |
+4,320
| New | +$172K | ﹤0.01% | 952 |
|