Carson Wealth (CWM LLC)’s CoreCard CCRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Sell |
15
-8
| -35% | – | ﹤0.01% | 5125 |
|
|
2025
Q1 | $0 | Hold |
23
| – | – | ﹤0.01% | 5056 |
|
|
2024
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 4670 |
|
|
2024
Q3 | $0 | Sell |
23
-789
| -97% | – | ﹤0.01% | 4854 |
|
|
2024
Q2 | $12K | Buy |
+812
| New | +$12K | ﹤0.01% | 3422 |
|
|
2023
Q3 | – | Sell |
-102
| Closed | -$3K | – | 4197 |
|
|
2023
Q2 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 3604 |
|
|
2022
Q3 | – | Sell |
-11
| Closed | – | – | 3911 |
|
|
2022
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 3784 |
|