Carson Wealth (CWM LLC)
NB

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

Carson Wealth (CWM LLC)’s Portfolio NB Stock Details NB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$60K Buy
2025
Q2 		$18K Hold
2025
Q1 		$15K Hold
2024
Q4 		$12K Buy
2024
Q3 		$12K Sell
2024
Q2 		$10K Buy
2024
Q1 		$13K Sell
2023
Q4 		$16K Buy
2023
Q3 		$2K Buy
2023
Q2 		$3K Hold
2023
Q1 		$3K Buy