Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NewtekOne NEWT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$244K Buy
2025
Q2 		$97K Buy
2025
Q1 		$12K Buy
2024
Q4 		$7K Buy
2024
Q3 		$6K Sell
2024
Q2 		$10K Buy
2023
Q4 		– Sell
2023
Q3 		$0 Buy
2022
Q2 		– Sell
2022
Q1 		$1K Buy
2019
Q1 		– Sell
2018
Q4 		$10K Buy