Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s Pelagos Insurance Capital PLGO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PLGO Stock Details PLGO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$481K	Buy
2025 Q4	$420K	Buy
2025 Q3	$270K	Buy
2025 Q2	$118K	Buy
2025 Q1	$21K	Buy
2024 Q4	$14K	Buy
2024 Q3	$11K	Buy
2024 Q2	$6K	Buy
2024 Q1	$3K	Buy