CWM
CarsonAllaria Wealth Management’s SoundThinking SSTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-45
| Closed | -$522 | – | 388 |
|
|
2024
Q3 | $522 | Hold |
45
| – | – | ﹤0.01% | 378 |
|
|
2024
Q2 | $548 | Hold |
45
| – | – | ﹤0.01% | 361 |
|
|
2024
Q1 | $715 | Hold |
45
| – | – | ﹤0.01% | 373 |
|
|
2023
Q4 | $1.15K | Hold |
45
| – | – | ﹤0.01% | 326 |
|
|
2023
Q3 | $806 | Hold |
45
| – | – | ﹤0.01% | 339 |
|
|
2023
Q2 | $984 | Buy |
+45
| New | +$984 | ﹤0.01% | 354 |
|