Carson Wealth (CWM LLC)’s Information Services Group III Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46K | Buy |
9,614
+868
| +10% | +$4.15K | ﹤0.01% | 3347 |
|
|
2025
Q1 | $34K | Buy |
8,746
+738
| +9% | +$2.87K | ﹤0.01% | 3284 |
|
|
2024
Q4 | $27K | Sell |
8,008
-2,052
| -20% | -$6.92K | ﹤0.01% | 3239 |
|
|
2024
Q3 | $33K | Buy |
10,060
+5,390
| +115% | +$17.7K | ﹤0.01% | 3023 |
|
|
2024
Q2 | $14K | Buy |
4,670
+4,127
| +760% | +$12.4K | ﹤0.01% | 3342 |
|
|
2024
Q1 | $2K | Buy |
+543
| New | +$2K | ﹤0.01% | 3990 |
|