Carson Wealth (CWM LLC)’s MODEL N, INC. MODN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6	Closed	–	–	5046
2024 Q1	$0	Buy	+6	New	–	﹤0.01%	4842
2023 Q2	–	Sell	-14	Closed	–	–	4514
2023 Q1	$0	Sell	14 -13	-48%	–	﹤0.01%	4398
2022 Q4	$1K	Buy	+27	New	+$1K	﹤0.01%	3893