Carson Wealth (CWM LLC)’s WIX.com WIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68K | Sell |
428
-107
| -20% | -$17K | ﹤0.01% | 3031 |
|
|
2025
Q1 | $87K | Buy |
535
+10
| +2% | +$1.63K | ﹤0.01% | 2540 |
|
|
2024
Q4 | $113K | Sell |
525
-107
| -17% | -$23K | ﹤0.01% | 2205 |
|
|
2024
Q3 | $106K | Buy |
632
+101
| +19% | +$16.9K | ﹤0.01% | 2166 |
|
|
2024
Q2 | $84K | Buy |
531
+7
| +1% | +$1.11K | ﹤0.01% | 2095 |
|
|
2024
Q1 | $72K | Buy |
524
+145
| +38% | +$19.9K | ﹤0.01% | 2076 |
|
|
2023
Q4 | $47K | Sell |
379
-72
| -16% | -$8.93K | ﹤0.01% | 2217 |
|
|
2023
Q3 | $41K | Sell |
451
-238
| -35% | -$21.6K | ﹤0.01% | 2190 |
|
|
2023
Q2 | $54K | Sell |
689
-59
| -8% | -$4.62K | ﹤0.01% | 1927 |
|
|
2023
Q1 | $75K | Sell |
748
-7
| -0.9% | -$702 | ﹤0.01% | 1646 |
|
|
2022
Q4 | $58K | Sell |
755
-68
| -8% | -$5.22K | ﹤0.01% | 1655 |
|
|
2022
Q3 | $64K | Buy |
823
+211
| +34% | +$16.4K | ﹤0.01% | 1553 |
|
|
2022
Q2 | $40K | Sell |
612
-164
| -21% | -$10.7K | ﹤0.01% | 1734 |
|
|
2022
Q1 | $81K | Buy |
776
+499
| +180% | +$52.1K | ﹤0.01% | 1409 |
|
|
2021
Q4 | $44K | Buy |
+277
| New | +$44K | ﹤0.01% | 1629 |
|
|
2021
Q2 | $74K | Hold |
255
| – | – | ﹤0.01% | 1246 |
|
|
2021
Q1 | $74K | Hold |
255
| – | – | ﹤0.01% | 1246 |
|
|
2020
Q4 | $74K | Hold |
255
| – | – | ﹤0.01% | 1246 |
|
|
2020
Q3 | $74K | Hold |
255
| – | – | ﹤0.01% | 1246 |
|
|
2020
Q2 | $74K | Hold |
255
| – | – | ﹤0.01% | 1246 |
|
|
2020
Q1 | $74K | Hold |
255
| – | – | ﹤0.01% | 1246 |
|
|
2019
Q4 | $74K | Hold |
255
| – | – | ﹤0.01% | 1246 |
|
|
2019
Q3 | $74K | Hold |
255
| – | – | ﹤0.01% | 1246 |
|
|
2019
Q2 | $74K | Hold |
255
| – | – | ﹤0.01% | 1246 |
|
|
2019
Q1 | $74K | Hold |
255
| – | – | ﹤0.01% | 1246 |
|
|
2018
Q4 | $23K | Hold |
255
| – | – | ﹤0.01% | 1096 |
|
|
2018
Q3 | $31K | Hold |
255
| – | – | ﹤0.01% | 853 |
|
|
2018
Q2 | $26K | Hold |
255
| – | – | ﹤0.01% | 784 |
|
|
2018
Q1 | $20K | Hold |
255
| – | – | ﹤0.01% | 715 |
|
|
2017
Q4 | $15K | Hold |
255
| – | – | ﹤0.01% | 781 |
|
|
2017
Q3 | $18K | Hold |
255
| – | – | ﹤0.01% | 731 |
|
|
2017
Q2 | $18K | Hold |
255
| – | – | ﹤0.01% | 656 |
|
|
2017
Q1 | $17K | Hold |
255
| – | – | ﹤0.01% | 631 |
|
|
2016
Q4 | $11K | Hold |
255
| – | – | ﹤0.01% | 713 |
|
|
2016
Q3 | $11K | Buy |
+255
| New | +$11K | ﹤0.01% | 682 |
|