Carson Wealth (CWM LLC)’s First Advantage FA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Buy |
651
+453
| +229% | +$7.65K | ﹤0.01% | 4230 |
|
|
2025
Q1 | $3K | Sell |
198
-323
| -62% | -$4.89K | ﹤0.01% | 4609 |
|
|
2024
Q4 | $10K | Buy |
521
+324
| +164% | +$6.22K | ﹤0.01% | 3855 |
|
|
2024
Q3 | $4K | Buy |
197
+124
| +170% | +$2.52K | ﹤0.01% | 4174 |
|
|
2024
Q2 | $1K | Buy |
+73
| New | +$1K | ﹤0.01% | 4375 |
|