Carson Wealth (CWM LLC)
INTT icon

Carson Wealth (CWM LLC)’s inTEST INTT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INTT Stock Details INTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-242
Closed -$2K – 4971
2024
Q2 		$2K Buy
242
+167
+223% +$1.78K ﹤0.01% 4220
2024
Q1 		$1K Buy
+75
New +$888 ﹤0.01% 4147
2022
Q2 		– Sell
-298
Closed -$3K – 3938
2022
Q1 		$3K Sell
298
-1,052
-78% -$11.5K ﹤0.01% 3041
2021
Q4 		$17K Buy
+1,350
New +$17.5K ﹤0.01% 2077
2021
Q2 		$34K Hold
2,030
– – ﹤0.01% 1562
2021
Q1 		$34K Hold
2,030
– – ﹤0.01% 1562
2020
Q4 		$34K Hold
2,030
– – ﹤0.01% 1562
2020
Q3 		$34K Hold
2,030
– – ﹤0.01% 1562
2020
Q2 		$34K Hold
2,030
– – ﹤0.01% 1562
2020
Q1 		$34K Hold
2,030
– – ﹤0.01% 1562
2019
Q4 		$34K Hold
2,030
– – ﹤0.01% 1562
2019
Q3 		$34K Hold
2,030
– – ﹤0.01% 1561
2019
Q2 		$34K Hold
2,030
– – ﹤0.01% 1561
2019
Q1 		$34K Buy
+2,030
New +$14.6K ﹤0.01% 1561

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