Carson Wealth (CWM LLC)’s N-able NABL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
21,191
+17,917
| +547% | +$145K | ﹤0.01% | 2302 |
|
|
2025
Q1 | $23K | Buy |
3,274
+2,336
| +249% | +$16.4K | ﹤0.01% | 3576 |
|
|
2024
Q4 | $9K | Buy |
938
+530
| +130% | +$5.09K | ﹤0.01% | 3936 |
|
|
2024
Q3 | $5K | Buy |
408
+16
| +4% | +$196 | ﹤0.01% | 4113 |
|
|
2024
Q2 | $6K | Buy |
392
+364
| +1,300% | +$5.57K | ﹤0.01% | 3790 |
|
|
2024
Q1 | $0 | Buy |
+28
| New | – | ﹤0.01% | 4581 |
|
|
2023
Q4 | – | Sell |
-10
| Closed | – | – | 4377 |
|
|
2023
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4396 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | – | – | 3725 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 3573 |
|