Carson Wealth (CWM LLC)’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Hold |
225
| – | – | ﹤0.01% | 4547 |
|
|
2025
Q1 | $5K | Hold |
225
| – | – | ﹤0.01% | 4465 |
|
|
2024
Q4 | $4K | Buy |
+225
| New | +$4K | ﹤0.01% | 4340 |
|
|
2024
Q3 | – | Sell |
-191
| Closed | -$3K | – | 5053 |
|
|
2024
Q2 | $3K | Hold |
191
| – | – | ﹤0.01% | 4103 |
|
|
2024
Q1 | $3K | Hold |
191
| – | – | ﹤0.01% | 3868 |
|
|
2023
Q4 | $3K | Buy |
+191
| New | +$3K | ﹤0.01% | 3724 |
|
|
2022
Q1 | – | Sell |
-75
| Closed | -$1K | – | 3751 |
|
|
2021
Q4 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 3331 |
|