Carson Wealth (CWM LLC)’s MarketWise MKTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Buy |
899
+412
| +85% | +$8.25K | ﹤0.01% | 3973 |
|
|
2025
Q1 | $5K | Buy |
487
+383
| +368% | +$3.93K | ﹤0.01% | 4455 |
|
|
2024
Q4 | $1K | Buy |
104
+75
| +259% | +$721 | ﹤0.01% | 4746 |
|
|
2024
Q3 | $0 | Buy |
29
+10
| +53% | – | ﹤0.01% | 5013 |
|
|
2024
Q2 | $0 | Buy |
+19
| New | – | ﹤0.01% | 4790 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4563 |
|