Carson Wealth (CWM LLC)’s EVgo EVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$146K Sell
2025
Q2
$114K Sell
2025
Q1
$92K Buy
2024
Q4
$9K Buy
2024
Q3
$8K Buy
2024
Q2
$1K Buy
2024
Q1
$1K Buy
2023
Q4
$1K Hold
2023
Q3
$1K Sell
2023
Q2
$5K Sell
2023
Q1
$12K Buy
2022
Q4
$6K Buy
2022
Q3
$1K Buy
2022
Q1
Sell
2021
Q4
$0 Buy