Carson Wealth (CWM LLC)’s Weibo WB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10
| Closed | – | – | 5193 |
|
|
2024
Q3 | $0 | Sell |
10
-373
| -97% | – | ﹤0.01% | 5192 |
|
|
2024
Q2 | $3K | Sell |
383
-589
| -61% | -$4.61K | ﹤0.01% | 4135 |
|
|
2024
Q1 | $9K | Buy |
972
+19
| +2% | +$176 | ﹤0.01% | 3424 |
|
|
2023
Q4 | $10K | Sell |
953
-55
| -5% | -$577 | ﹤0.01% | 3207 |
|
|
2023
Q3 | $13K | Buy |
1,008
+163
| +19% | +$2.1K | ﹤0.01% | 3011 |
|
|
2023
Q2 | $11K | Sell |
845
-14
| -2% | -$182 | ﹤0.01% | 3038 |
|
|
2023
Q1 | $17K | Hold |
859
| – | – | ﹤0.01% | 2630 |
|
|
2022
Q4 | $16K | Buy |
859
+256
| +42% | +$4.77K | ﹤0.01% | 2531 |
|
|
2022
Q3 | $10K | Sell |
603
-28
| -4% | -$464 | ﹤0.01% | 2705 |
|
|
2022
Q2 | $15K | Buy |
631
+510
| +421% | +$12.1K | ﹤0.01% | 2331 |
|
|
2022
Q1 | $3K | Buy |
121
+76
| +169% | +$1.88K | ﹤0.01% | 3086 |
|
|
2021
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 3376 |
|
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 2831 |
|
|
2021
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 2831 |
|
|
2020
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 2831 |
|
|
2020
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 2831 |
|
|
2020
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 2831 |
|
|
2020
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 2831 |
|
|
2019
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 2831 |
|
|
2019
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 2831 |
|
|
2019
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 2831 |
|
|
2019
Q1 | $1K | Sell |
18
-68
| -79% | -$3.78K | ﹤0.01% | 2831 |
|
|
2018
Q4 | $5K | Sell |
86
-15
| -15% | -$872 | ﹤0.01% | 1545 |
|
|
2018
Q3 | $7K | Hold |
101
| – | – | ﹤0.01% | 1267 |
|
|
2018
Q2 | $9K | Buy |
101
+3
| +3% | +$267 | ﹤0.01% | 1040 |
|
|
2018
Q1 | $12K | Buy |
98
+12
| +14% | +$1.47K | ﹤0.01% | 820 |
|
|
2017
Q4 | $9K | Hold |
86
| – | – | ﹤0.01% | 919 |
|
|
2017
Q3 | $9K | Buy |
+86
| New | +$9K | ﹤0.01% | 922 |
|