Carson Wealth (CWM LLC)’s NioCorp Developments NB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18K Hold
7,724
﹤0.01% 3975
2025
Q1
$15K Hold
7,724
﹤0.01% 3877
2024
Q4
$12K Buy
7,724
+2,300
+42% +$3.57K ﹤0.01% 3767
2024
Q3
$12K Sell
5,424
-323
-6% -$715 ﹤0.01% 3679
2024
Q2
$10K Buy
5,747
+944
+20% +$1.64K ﹤0.01% 3551
2024
Q1
$13K Sell
4,803
-109
-2% -$295 ﹤0.01% 3188
2023
Q4
$16K Buy
4,912
+4,384
+830% +$14.3K ﹤0.01% 2911
2023
Q3
$2K Buy
528
+28
+6% +$106 ﹤0.01% 3831
2023
Q2
$3K Hold
500
﹤0.01% 3663
2023
Q1
$3K Buy
+500
New +$3K ﹤0.01% 3536