Carson Wealth (CWM LLC)’s XP XP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
13,723
+5,557
| +68% | +$112K | ﹤0.01% | 1924 |
|
|
2025
Q1 | $112K | Buy |
8,166
+5,315
| +186% | +$72.9K | ﹤0.01% | 2347 |
|
|
2024
Q4 | $34K | Buy |
2,851
+1,683
| +144% | +$20.1K | ﹤0.01% | 3089 |
|
|
2024
Q3 | $21K | Buy |
1,168
+1,021
| +695% | +$18.4K | ﹤0.01% | 3333 |
|
|
2024
Q2 | $3K | Sell |
147
-1
| -0.7% | -$20 | ﹤0.01% | 4137 |
|
|
2024
Q1 | $4K | Buy |
148
+40
| +37% | +$1.08K | ﹤0.01% | 3800 |
|
|
2023
Q4 | $3K | Buy |
108
+37
| +52% | +$1.03K | ﹤0.01% | 3749 |
|
|
2023
Q3 | $2K | Buy |
71
+61
| +610% | +$1.72K | ﹤0.01% | 3873 |
|
|
2023
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 4473 |
|
|
2023
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 4358 |
|
|
2022
Q4 | $0 | Sell |
10
-207
| -95% | – | ﹤0.01% | 4267 |
|
|
2022
Q3 | $4K | Buy |
217
+207
| +2,070% | +$3.82K | ﹤0.01% | 3230 |
|
|
2022
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4102 |
|