Carson Wealth (CWM LLC)
BOLD

Carson Wealth (CWM LLC)’s Boundless Bio BOLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BOLD Stock Details BOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1K Buy
562
+132
+31% +$235 ﹤0.01% 5087
2025
Q1 		$1K Buy
430
+334
+348% +$777 ﹤0.01% 5011
2024
Q4 		$0 Sell
96
-36
-27% – ﹤0.01% 5212
2024
Q3 		$0 Buy
+132
New – ﹤0.01% 5214