Carson Wealth (CWM LLC)’s Vuzix VUZI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-324
| Closed | – | – | 5188 |
|
|
2024
Q2 | $0 | Buy |
324
+133
| +70% | – | ﹤0.01% | 4979 |
|
|
2024
Q1 | $0 | Buy |
191
+14
| +8% | – | ﹤0.01% | 4784 |
|
|
2023
Q4 | $0 | Sell |
177
-767
| -81% | – | ﹤0.01% | 4539 |
|
|
2023
Q3 | $3K | Buy |
944
+267
| +39% | +$849 | ﹤0.01% | 3717 |
|
|
2023
Q2 | $3K | Hold |
677
| – | – | ﹤0.01% | 3708 |
|
|
2023
Q1 | $3K | Hold |
677
| – | – | ﹤0.01% | 3576 |
|
|
2022
Q4 | $2K | Buy |
677
+500
| +282% | +$1.48K | ﹤0.01% | 3637 |
|
|
2022
Q3 | $1K | Hold |
177
| – | – | ﹤0.01% | 3779 |
|
|
2022
Q2 | $1K | Hold |
177
| – | – | ﹤0.01% | 3652 |
|
|
2022
Q1 | $1K | Hold |
177
| – | – | ﹤0.01% | 3415 |
|
|
2021
Q4 | $2K | Buy |
+177
| New | +$2K | ﹤0.01% | 3183 |
|
|
2021
Q2 | $49K | Hold |
2,677
| – | – | ﹤0.01% | 1414 |
|
|
2021
Q1 | $49K | Hold |
2,677
| – | – | ﹤0.01% | 1414 |
|
|
2020
Q4 | $49K | Hold |
2,677
| – | – | ﹤0.01% | 1414 |
|
|
2020
Q3 | $49K | Hold |
2,677
| – | – | ﹤0.01% | 1414 |
|
|
2020
Q2 | $49K | Hold |
2,677
| – | – | ﹤0.01% | 1414 |
|
|
2020
Q1 | $49K | Hold |
2,677
| – | – | ﹤0.01% | 1414 |
|
|
2019
Q4 | $49K | Hold |
2,677
| – | – | ﹤0.01% | 1414 |
|
|
2019
Q3 | $49K | Hold |
2,677
| – | – | ﹤0.01% | 1414 |
|
|
2019
Q2 | $49K | Hold |
2,677
| – | – | ﹤0.01% | 1414 |
|
|
2019
Q1 | $49K | Buy |
+2,677
| New | +$49K | ﹤0.01% | 1414 |
|