Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NextDecade NEXT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NEXT Stock Details NEXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$8K Sell
2025
Q2 		$19K Buy
2025
Q1 		$16K Buy
2024
Q4 		$5K Buy
2024
Q3 		$1K Buy
2024
Q2 		$1K Buy
2024
Q1 		$0 Hold
2023
Q4 		$0 Hold
2023
Q3 		$0 Hold
2023
Q2 		$1K Hold
2023
Q1 		$0 Buy