Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s LiveOne LVO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LVO Stock Details LVO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2K Buy
2,804
+1,910
+214% +$1.36K ﹤0.01% 4889
2025
Q1 		$1K Buy
894
+739
+477% +$827 ﹤0.01% 4924
2024
Q4 		$0 Sell
155
-135
-47% – ﹤0.01% 5045
2024
Q3 		$0 Buy
+290
New – ﹤0.01% 4994