Carson Wealth (CWM LLC)’s Crexendo CXDO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,000
Closed -$5K 5139
2025
Q1
$5K Hold
1,000
﹤0.01% 4427
2024
Q4
$5K Buy
+1,000
New +$5K ﹤0.01% 4180