Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Pangaea Logistics PANL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.18K Buy
1,155
+313
+37% +$2.47K ﹤0.01% 4853
2025
Q4 		$6K Sell
842
-92
-10% -$556 ﹤0.01% 4763
2025
Q3 		$5K Sell
934
-174
-16% -$900 ﹤0.01% 4748
2025
Q2 		$5K Sell
1,108
-3,333
-75% -$14.8K ﹤0.01% 4634
2025
Q1 		$21K Buy
4,441
+3,820
+615% +$20.1K ﹤0.01% 3640
2024
Q4 		$3K Sell
621
-421
-40% -$2.54K ﹤0.01% 4439
2024
Q3 		$8K Sell
1,042
-1,899
-65% -$13.1K ﹤0.01% 3896
2024
Q2 		$23K Buy
2,941
+1,560
+113% +$11.6K ﹤0.01% 3027
2024
Q1 		$10K Buy
+1,381
New +$11.3K ﹤0.01% 3344

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Geode Capital Management
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Acadian Asset Management
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Renaissance Technologies
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BCM
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Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return