Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Atara Biotherapeutics ATRA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATRA Stock Details ATRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-542
Closed -$5K – 4815
2024
Q2 		$5K Sell
542
-256
-32% -$3.85K ﹤0.01% 3839
2024
Q1 		$14K Buy
798
+248
+45% +$4.4K ﹤0.01% 3121
2023
Q4 		$7K Buy
550
+521
+1,797% +$12.1K ﹤0.01% 3326
2023
Q3 		$1K Buy
29
+24
+480% +$1.07K ﹤0.01% 3921
2023
Q2 		$0 Hold
5
– – ﹤0.01% 4167
2023
Q1 		$0 Sell
5
-23
-82% -$2.23K ﹤0.01% 4035
2022
Q4 		$2K Sell
28
-16
-36% -$1.67K ﹤0.01% 3499
2022
Q3 		$4K Buy
+44
New +$4.94K ﹤0.01% 3133
2022
Q2 		– Sell
-4
Closed -$1K – 3767
2022
Q1 		$1K Buy
+4
New +$1.27K ﹤0.01% 3293

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