Carson Wealth (CWM LLC)’s AMES National ATLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Sell |
733
-1,388
| -65% | -$24.6K | ﹤0.01% | 4141 |
|
|
2025
Q1 | $37K | Buy |
2,121
+148
| +8% | +$2.58K | ﹤0.01% | 3214 |
|
|
2024
Q4 | $32K | Buy |
1,973
+265
| +16% | +$4.3K | ﹤0.01% | 3116 |
|
|
2024
Q3 | $31K | Buy |
1,708
+38
| +2% | +$690 | ﹤0.01% | 3062 |
|
|
2024
Q2 | $34K | Buy |
1,670
+61
| +4% | +$1.24K | ﹤0.01% | 2737 |
|
|
2024
Q1 | $32K | Buy |
1,609
+1
| +0.1% | +$20 | ﹤0.01% | 2591 |
|
|
2023
Q4 | $34K | Buy |
1,608
+1,533
| +2,044% | +$32.4K | ﹤0.01% | 2406 |
|
|
2023
Q3 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 3916 |
|