Carson Wealth (CWM LLC)’s NI Holdings NODK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Sell |
832
-176
| -17% | -$2.33K | ﹤0.01% | 4246 |
|
|
2025
Q1 | $14K | Buy |
1,008
+204
| +25% | +$2.83K | ﹤0.01% | 3916 |
|
|
2024
Q4 | $13K | Buy |
804
+156
| +24% | +$2.52K | ﹤0.01% | 3716 |
|
|
2024
Q3 | $10K | Buy |
648
+271
| +72% | +$4.18K | ﹤0.01% | 3790 |
|
|
2024
Q2 | $6K | Buy |
377
+289
| +328% | +$4.6K | ﹤0.01% | 3791 |
|
|
2024
Q1 | $1K | Buy |
+88
| New | +$1K | ﹤0.01% | 4169 |
|