CWM
CarsonAllaria Wealth Management’s Standard BioTools LAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,015
| Closed | -$7.83K | – | 396 |
|
|
2023
Q1 | $7.83K | Hold |
4,015
| – | – | 0.01% | 229 |
|
|
2022
Q4 | $5K | Hold |
4,015
| – | – | ﹤0.01% | 234 |
|
|
2022
Q3 | $4K | Buy |
4,015
+1,500
| +60% | +$1.49K | ﹤0.01% | 241 |
|
|
2022
Q2 | $4K | Hold |
2,515
| – | – | ﹤0.01% | 245 |
|
|
2022
Q1 | $9K | Hold |
2,515
| – | – | 0.01% | 205 |
|
|
2021
Q4 | $10K | Buy |
+2,515
| New | +$10K | 0.01% | 205 |
|