Carson Wealth (CWM LLC)’s V2X VVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Sell |
359
-631
| -64% | -$29.9K | ﹤0.01% | 4021 |
|
|
2025
Q1 | $49K | Buy |
990
+698
| +239% | +$34.5K | ﹤0.01% | 3016 |
|
|
2024
Q4 | $14K | Buy |
292
+79
| +37% | +$3.79K | ﹤0.01% | 3690 |
|
|
2024
Q3 | $12K | Sell |
213
-26
| -11% | -$1.47K | ﹤0.01% | 3706 |
|
|
2024
Q2 | $11K | Buy |
239
+60
| +34% | +$2.76K | ﹤0.01% | 3506 |
|
|
2024
Q1 | $8K | Buy |
179
+148
| +477% | +$6.62K | ﹤0.01% | 3476 |
|
|
2023
Q4 | $1K | Buy |
31
+3
| +11% | +$97 | ﹤0.01% | 4057 |
|
|
2023
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 4094 |
|
|
2023
Q2 | $1K | Buy |
28
+3
| +12% | +$107 | ﹤0.01% | 4083 |
|
|
2023
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 3945 |
|
|
2022
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 3860 |
|
|
2022
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 3780 |
|
|
2022
Q2 | $1K | Sell |
25
-120
| -83% | -$4.8K | ﹤0.01% | 3653 |
|
|
2022
Q1 | $5K | Buy |
145
+120
| +480% | +$4.14K | ﹤0.01% | 2875 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 3375 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2828 |
|
|
2021
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 2828 |
|
|
2020
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 2828 |
|
|
2020
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2828 |
|
|
2020
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2828 |
|
|
2020
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 2828 |
|
|
2019
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 2828 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2828 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2828 |
|
|
2019
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 2828 |
|
|
2018
Q3 | – | Sell |
-2
| Closed | – | – | 2004 |
|
|
2018
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1786 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1548 |
|
|
2017
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1595 |
|
|
2017
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1570 |
|
|
2017
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1326 |
|
|
2017
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1329 |
|
|
2016
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1191 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1069 |
|
|
2016
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 866 |
|