CWM
CarsonAllaria Wealth Management’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6K | Sell |
55
-6
| -10% | -$2.69K | 0.01% | 179 |
|
|
2025
Q1 | $27.8K | Buy |
61
+1
| +2% | +$455 | 0.02% | 169 |
|
|
2024
Q4 | $29.3K | Hold |
60
| – | – | 0.02% | 166 |
|
|
2024
Q3 | $28K | Hold |
60
| – | – | 0.02% | 178 |
|
|
2024
Q2 | $24.8K | Hold |
60
| – | – | 0.02% | 173 |
|
|
2024
Q1 | $27.5K | Hold |
60
| – | – | 0.02% | 168 |
|
|
2023
Q4 | $28.8K | Hold |
60
| – | – | 0.02% | 146 |
|
|
2023
Q3 | $26.4K | Hold |
60
| – | – | 0.02% | 143 |
|
|
2023
Q2 | $24.1K | Hold |
60
| – | – | 0.02% | 151 |
|
|
2023
Q1 | $25K | Hold |
60
| – | – | 0.02% | 149 |
|
|
2022
Q4 | $24K | Buy |
+60
| New | +$24K | 0.02% | 143 |
|