Carson Wealth (CWM LLC)
ALTG icon

Carson Wealth (CWM LLC)’s Alta Equipment Group ALTG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$9K Buy
2025
Q2 		$7K Sell
2025
Q1 		$6K Sell
2024
Q4 		$15K Buy
2024
Q3 		$10K Buy
2024
Q2 		$3K Sell
2024
Q1 		$6K Buy
2023
Q4 		$3K Buy
2023
Q3 		$1K Buy
2023
Q2 		$1K Buy