Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Gladstone Capital GLAD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$49K Buy
2025
Q2 		$32K Buy
2023
Q4 		– Sell
2023
Q3 		$0 Buy
2022
Q2 		– Sell
2022
Q1 		$38K Sell
2021
Q4 		$67K Buy