Carson Wealth (CWM LLC)’s i3 Verticals IIIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Sell |
410
-69
| -14% | -$1.85K | ﹤0.01% | 4237 |
|
|
2025
Q1 | $12K | Buy |
479
+145
| +43% | +$3.63K | ﹤0.01% | 4004 |
|
|
2024
Q4 | $8K | Buy |
334
+14
| +4% | +$335 | ﹤0.01% | 3991 |
|
|
2024
Q3 | $7K | Buy |
320
+44
| +16% | +$963 | ﹤0.01% | 3943 |
|
|
2024
Q2 | $6K | Buy |
276
+131
| +90% | +$2.85K | ﹤0.01% | 3778 |
|
|
2024
Q1 | $3K | Buy |
+145
| New | +$3K | ﹤0.01% | 3848 |
|