Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$28K	Buy
2025 Q2	$17K	Buy
2025 Q1	$3K	Buy
2024 Q4	$3K	Sell
2024 Q3	$3K	Buy
2024 Q2	$1K	Sell
2024 Q1	$5K	Buy
2023 Q1	–	Sell
2022 Q4	$3K	Hold
2022 Q3	$3K	Buy