Carson Wealth (CWM LLC)’s Aeva Technologies AEVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$52.5K	Sell	3,986 -55	-1%	-$817	﹤0.01%	3787
2025 Q4	$54K	Sell	4,041 -11	-0.3%	-$157	﹤0.01%	3540
2025 Q3	$59K	Buy	4,052 +1,993	+97%	+$37.8K	﹤0.01%	3387
2025 Q2	$78K	Buy	2,059 +44	+2%	+$669	﹤0.01%	2920
2025 Q1	$14K	Buy	2,015 +1,512	+301%	+$6.23K	﹤0.01%	3898
2024 Q4	$2K	Buy	503 +123	+32%	+$498	﹤0.01%	4488
2024 Q3	$1K	Buy	380 +304	+400%	+$910	﹤0.01%	4496
2024 Q2	$0	Buy	76 +72	+1,800%	+$235	﹤0.01%	4554
2024 Q1	$0	Buy	+4	New	+$19	﹤0.01%	4280
2023 Q3	–	Sell	-88	Closed	-$1K	–	4148
2023 Q2	$1K	Sell	88 -39	-31%	-$222	﹤0.01%	3889
2023 Q1	$1K	Sell	127 -189	-60%	-$1.51K	﹤0.01%	3757
2022 Q4	$2K	Sell	316 -70	-18%	-$613	﹤0.01%	3493
2022 Q3	$4K	Buy	+386	New	+$6.1K	﹤0.01%	3124
2021 Q2	–	Hold	0	–	–	–	2919
2021 Q1	–	Hold	0	–	–	–	2919
2020 Q4	–	Hold	0	–	–	–	2919
2020 Q3	–	Hold	0	–	–	–	2919
2020 Q2	–	Hold	0	–	–	–	2919
2020 Q1	–	Hold	0	–	–	–	2919

Other funds holding AEVA