Carson Wealth (CWM LLC)’s Willis Lease Finance WLFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Sell |
64
-14
| -18% | -$1.97K | ﹤0.01% | 4371 |
|
|
2025
Q1 | $12K | Sell |
78
-251
| -76% | -$38.6K | ﹤0.01% | 4023 |
|
|
2024
Q4 | $68K | Buy |
329
+11
| +3% | +$2.27K | ﹤0.01% | 2572 |
|
|
2024
Q3 | $47K | Buy |
318
+296
| +1,345% | +$43.7K | ﹤0.01% | 2744 |
|
|
2024
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 4274 |
|