Carson Wealth (CWM LLC)’s Worthington Steel WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42K | Sell |
1,397
-789
| -36% | -$23.7K | ﹤0.01% | 3421 |
|
|
2025
Q1 | $55K | Buy |
2,186
+1,281
| +142% | +$32.2K | ﹤0.01% | 2904 |
|
|
2024
Q4 | $29K | Sell |
905
-71
| -7% | -$2.28K | ﹤0.01% | 3207 |
|
|
2024
Q3 | $33K | Sell |
976
-45
| -4% | -$1.52K | ﹤0.01% | 3038 |
|
|
2024
Q2 | $34K | Buy |
1,021
+913
| +845% | +$30.4K | ﹤0.01% | 2757 |
|
|
2024
Q1 | $4K | Buy |
108
+48
| +80% | +$1.78K | ﹤0.01% | 3798 |
|
|
2023
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 3854 |
|