Carson Wealth (CWM LLC)’s Climb Global Solutions CLMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Sell |
24
-6
| -20% | -$750 | ﹤0.01% | 4741 |
|
|
2025
Q1 | $3K | Sell |
30
-1
| -3% | -$100 | ﹤0.01% | 4598 |
|
|
2024
Q4 | $4K | Buy |
31
+5
| +19% | +$645 | ﹤0.01% | 4278 |
|
|
2024
Q3 | $3K | Buy |
26
+19
| +271% | +$2.19K | ﹤0.01% | 4247 |
|
|
2024
Q2 | $0 | Buy |
7
+6
| +600% | – | ﹤0.01% | 4618 |
|
|
2024
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4352 |
|