CWM
CarsonAllaria Wealth Management’s iRhythm Technologies IRTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-60
| Closed | -$5.66K | – | 369 |
|
|
2023
Q3 | $5.66K | Sell |
60
-25
| -29% | -$2.36K | ﹤0.01% | 251 |
|
|
2023
Q2 | $8.87K | Hold |
85
| – | – | 0.01% | 228 |
|
|
2023
Q1 | $10.5K | Hold |
85
| – | – | 0.01% | 211 |
|
|
2022
Q4 | $8K | Hold |
85
| – | – | 0.01% | 209 |
|
|
2022
Q3 | $11K | Hold |
85
| – | – | 0.01% | 180 |
|
|
2022
Q2 | $9K | Hold |
85
| – | – | 0.01% | 201 |
|
|
2022
Q1 | $13K | Hold |
85
| – | – | 0.01% | 178 |
|
|
2021
Q4 | $10K | Buy |
+85
| New | +$10K | 0.01% | 204 |
|