Carson Wealth (CWM LLC)’s ESS Tech GWH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4K Hold
2025
Q2
$4K Hold
2025
Q1
$9K Hold
2024
Q4
$16K Hold
2024
Q3
$17K Sell
2024
Q2
$34K Buy
2023
Q1
Sell
2022
Q4
$0 Buy