CWM
CarsonAllaria Wealth Management’s Frontdoor FTDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-720
| Closed | -$34.6K | – | 362 |
|
|
2024
Q3 | $34.6K | Hold |
720
| – | – | 0.02% | 154 |
|
|
2024
Q2 | $24.3K | Hold |
720
| – | – | 0.01% | 177 |
|
|
2024
Q1 | $23.5K | Hold |
720
| – | – | 0.01% | 182 |
|
|
2023
Q4 | $25.4K | Hold |
720
| – | – | 0.02% | 155 |
|
|
2023
Q3 | $22K | Hold |
720
| – | – | 0.02% | 154 |
|
|
2023
Q2 | $23K | Hold |
720
| – | – | 0.02% | 157 |
|
|
2023
Q1 | $20.1K | Hold |
720
| – | – | 0.02% | 165 |
|
|
2022
Q4 | $15K | Hold |
720
| – | – | 0.01% | 168 |
|
|
2022
Q3 | $15K | Hold |
720
| – | – | 0.01% | 161 |
|
|
2022
Q2 | $17K | Hold |
720
| – | – | 0.02% | 153 |
|
|
2022
Q1 | $21K | Hold |
720
| – | – | 0.02% | 159 |
|
|
2021
Q4 | $26K | Buy |
+720
| New | +$26K | 0.02% | 160 |
|