Carson Wealth (CWM LLC)’s WM Technology MAPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Buy |
4,375
+2,192
| +100% | +$2K | ﹤0.01% | 4687 |
|
|
2025
Q1 | $2K | Buy |
2,183
+633
| +41% | +$580 | ﹤0.01% | 4769 |
|
|
2024
Q4 | $2K | Buy |
1,550
+943
| +155% | +$1.22K | ﹤0.01% | 4559 |
|
|
2024
Q3 | $1K | Buy |
+607
| New | +$1K | ﹤0.01% | 4624 |
|
|
2022
Q4 | – | Sell |
-1,320
| Closed | -$2K | – | 4119 |
|
|
2022
Q3 | $2K | Buy |
+1,320
| New | +$2K | ﹤0.01% | 3485 |
|