CWM
CarsonAllaria Wealth Management’s Katapult Holdings KPLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-350
| Closed | -$315 | – | 387 |
|
|
2023
Q2 | $315 | Hold |
350
| – | – | ﹤0.01% | 378 |
|
|
2023
Q1 | $156 | Hold |
350
| – | – | ﹤0.01% | 365 |
|
|
2022
Q4 | $0 | Hold |
350
| – | – | ﹤0.01% | 355 |
|
|
2022
Q3 | $0 | Hold |
350
| – | – | ﹤0.01% | 342 |
|
|
2022
Q2 | $0 | Hold |
350
| – | – | ﹤0.01% | 340 |
|
|
2022
Q1 | $1K | Hold |
350
| – | – | ﹤0.01% | 321 |
|
|
2021
Q4 | $1K | Buy |
+350
| New | +$1K | ﹤0.01% | 346 |
|