Carson Wealth (CWM LLC)’s FiscalNote NOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Buy |
1,336
+1,240
| +1,292% | +$8.35K | ﹤0.01% | 4357 |
|
|
2025
Q1 | $1K | Sell |
96
-66
| -41% | -$688 | ﹤0.01% | 4944 |
|
|
2024
Q4 | $2K | Buy |
162
+106
| +189% | +$1.31K | ﹤0.01% | 4573 |
|
|
2024
Q3 | $1K | Buy |
56
+32
| +133% | +$571 | ﹤0.01% | 4641 |
|
|
2024
Q2 | $0 | Buy |
24
+23
| +2,300% | – | ﹤0.01% | 4814 |
|
|
2024
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4591 |
|