Carson Wealth (CWM LLC)
SCM icon

Carson Wealth (CWM LLC)’s Stellus Capital Investment Corp SCM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.68K Hold
400
– – ﹤0.01% 5132
2025
Q4 		$5K Hold
400
– – ﹤0.01% 4842
2025
Q3 		$5K Hold
400
– – ﹤0.01% 4755
2025
Q2 		$6K Hold
400
– – ﹤0.01% 4564
2025
Q1 		$6K Hold
400
– – ﹤0.01% 4403
2024
Q4 		$6K Hold
400
– – ﹤0.01% 4147
2024
Q3 		$5K Hold
400
– – ﹤0.01% 4133
2024
Q2 		$5K Hold
400
– – ﹤0.01% 3894
2024
Q1 		$5K Hold
400
– – ﹤0.01% 3689
2023
Q4 		$5K Hold
400
– – ﹤0.01% 3541
2023
Q3 		$5K Hold
400
– – ﹤0.01% 3488
2023
Q2 		$6K Hold
400
– – ﹤0.01% 3377
2023
Q1 		$6K Hold
400
– – ﹤0.01% 3237
2022
Q4 		$5K Hold
400
– – ﹤0.01% 3220
2022
Q3 		$5K Buy
+400
New +$5.19K ﹤0.01% 3099
2017
Q4 		– Sell
-1,839
Closed -$25K – 1567
2017
Q3 		$25K Buy
+1,839
New +$25K ﹤0.01% 662

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