Carson Wealth (CWM LLC)’s Velo3D, Inc. VLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-29
| Closed | – | – | 5262 |
|
|
2024
Q2 | $0 | Sell |
29
-34
| -54% | – | ﹤0.01% | 5035 |
|
|
2024
Q1 | $1K | Hold |
63
| – | – | ﹤0.01% | 4259 |
|
|
2023
Q4 | $1K | Hold |
63
| – | – | ﹤0.01% | 4073 |
|
|
2023
Q3 | $3K | Sell |
63
-7
| -10% | -$333 | ﹤0.01% | 3733 |
|
|
2023
Q2 | $5K | Buy |
70
+7
| +11% | +$500 | ﹤0.01% | 3484 |
|
|
2023
Q1 | $5K | Hold |
63
| – | – | ﹤0.01% | 3335 |
|
|
2022
Q4 | $4K | Hold |
63
| – | – | ﹤0.01% | 3350 |
|
|
2022
Q3 | $9K | Hold |
63
| – | – | ﹤0.01% | 2777 |
|
|
2022
Q2 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 3264 |
|