Carson Wealth (CWM LLC)’s Citizens CIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-762
Closed -$3K 3919
2022
Q2
$3K Buy
762
+375
+97% +$1.48K ﹤0.01% 3164
2022
Q1
$2K Buy
387
+8
+2% +$41 ﹤0.01% 3133
2021
Q4
$2K Buy
+379
New +$2K ﹤0.01% 3086