Carson Wealth (CWM LLC)’s AerSale ASLE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17K Sell
2,860
-221
-7% -$1.31K ﹤0.01% 3987
2025
Q1
$23K Buy
3,081
+242
+9% +$1.81K ﹤0.01% 3548
2024
Q4
$18K Buy
2,839
+591
+26% +$3.75K ﹤0.01% 3490
2024
Q3
$11K Buy
2,248
+121
+6% +$592 ﹤0.01% 3714
2024
Q2
$15K Buy
2,127
+2,000
+1,575% +$14.1K ﹤0.01% 3282
2024
Q1
$1K Buy
127
+46
+57% +$362 ﹤0.01% 4065
2023
Q4
$1K Sell
81
-14
-15% -$173 ﹤0.01% 3886
2023
Q3
$1K Sell
95
-176
-65% -$1.85K ﹤0.01% 3914
2023
Q2
$4K Buy
+271
New +$4K ﹤0.01% 3490