Carson Wealth (CWM LLC)’s AFC Gamma AFCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Buy |
3,026
+2,860
| +1,723% | +$13.2K | ﹤0.01% | 4096 |
|
|
2025
Q1 | $1K | Buy |
166
+69
| +71% | +$416 | ﹤0.01% | 4845 |
|
|
2024
Q4 | $1K | Sell |
97
-26
| -21% | -$268 | ﹤0.01% | 4640 |
|
|
2024
Q3 | $1K | Buy |
123
+75
| +156% | +$610 | ﹤0.01% | 4495 |
|
|
2024
Q2 | $0 | Buy |
48
+16
| +50% | – | ﹤0.01% | 4553 |
|
|
2024
Q1 | $0 | Buy |
+32
| New | – | ﹤0.01% | 4275 |
|
|
2023
Q2 | – | Sell |
-18
| Closed | – | – | 4127 |
|
|
2023
Q1 | $0 | Sell |
18
-346
| -95% | – | ﹤0.01% | 3998 |
|
|
2022
Q4 | $4K | Buy |
364
+81
| +29% | +$890 | ﹤0.01% | 3251 |
|
|
2022
Q3 | $3K | Buy |
+283
| New | +$3K | ﹤0.01% | 3253 |
|