Carson Wealth (CWM LLC)’s MediaAlpha MAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
22,681
+6,158
| +37% | +$67.3K | ﹤0.01% | 1991 |
|
|
2025
Q1 | $153K | Buy |
16,523
+9,962
| +152% | +$92.2K | ﹤0.01% | 2099 |
|
|
2024
Q4 | $74K | Buy |
6,561
+5,858
| +833% | +$66.1K | ﹤0.01% | 2488 |
|
|
2024
Q3 | $13K | Buy |
703
+228
| +48% | +$4.22K | ﹤0.01% | 3628 |
|
|
2024
Q2 | $6K | Buy |
475
+155
| +48% | +$1.96K | ﹤0.01% | 3788 |
|
|
2024
Q1 | $7K | Buy |
+320
| New | +$7K | ﹤0.01% | 3517 |
|