CWM
CarsonAllaria Wealth Management’s OraSure Technologies OSUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,500
| Closed | -$7.52K | – | 395 |
|
|
2023
Q2 | $7.52K | Hold |
1,500
| – | – | 0.01% | 241 |
|
|
2023
Q1 | $9.08K | Hold |
1,500
| – | – | 0.01% | 221 |
|
|
2022
Q4 | $7K | Hold |
1,500
| – | – | 0.01% | 215 |
|
|
2022
Q3 | $6K | Hold |
1,500
| – | – | 0.01% | 217 |
|
|
2022
Q2 | $4K | Hold |
1,500
| – | – | ﹤0.01% | 252 |
|
|
2022
Q1 | $10K | Hold |
1,500
| – | – | 0.01% | 200 |
|
|
2021
Q4 | $13K | Buy |
+1,500
| New | +$13K | 0.01% | 195 |
|