Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Investar Holding Corp ISTR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ISTR Stock Details ISTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$71K Buy
2025
Q2 		$49K Buy
2025
Q1 		$42K Sell
2024
Q4 		$69K Buy
2024
Q3 		$60K Buy
2024
Q2 		$43K Hold
2024
Q1 		$45K Hold
2023
Q4 		$41K Sell
2023
Q3 		$31K Sell
2023
Q2 		$48K Buy
2023
Q1 		$28K Buy