Carson Wealth (CWM LLC)’s VIZIO Holding Corp. VZIO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,354
| Closed | -$15K | – | 5287 |
|
2024
Q3 | $15K | Buy |
1,354
+146
| +12% | +$1.62K | ﹤0.01% | 3568 |
|
2024
Q2 | $13K | Buy |
1,208
+39
| +3% | +$420 | ﹤0.01% | 3414 |
|
2024
Q1 | $13K | Hold |
1,169
| – | – | ﹤0.01% | 3206 |
|
2023
Q4 | $9K | Buy |
1,169
+117
| +11% | +$901 | ﹤0.01% | 3262 |
|
2023
Q3 | $6K | Sell |
1,052
-942
| -47% | -$5.37K | ﹤0.01% | 3412 |
|
2023
Q2 | $13K | Sell |
1,994
-590
| -23% | -$3.85K | ﹤0.01% | 2952 |
|
2023
Q1 | $24K | Sell |
2,584
-72
| -3% | -$669 | ﹤0.01% | 2389 |
|
2022
Q4 | $20K | Buy |
2,656
+1,656
| +166% | +$12.5K | ﹤0.01% | 2392 |
|
2022
Q3 | $9K | Buy |
+1,000
| New | +$9K | ﹤0.01% | 2784 |
|