Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s QuickLogic QUIK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QUIK Stock Details QUIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2K Buy
305
+83
+37% +$544 ﹤0.01% 4913
2025
Q1 		$1K Buy
222
+61
+38% +$275 ﹤0.01% 4966
2024
Q4 		$2K Buy
161
+67
+71% +$832 ﹤0.01% 4596
2024
Q3 		$1K Buy
+94
New +$1K ﹤0.01% 4679