Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s CoreCard CCRD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CCRD Stock Details CCRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9K	Buy
2025 Q2	$0	Sell
2025 Q1	$0	Hold
2024 Q4	$1K	Hold
2024 Q3	$0	Sell
2024 Q2	$12K	Buy
2023 Q3	–	Sell
2023 Q2	$3K	Buy
2022 Q3	–	Sell
2022 Q2	$0	Buy