Carson Wealth (CWM LLC)’s Smith Douglas Homes SDHC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1K Sell
33
-20
-38% -$606 ﹤0.01% 5057
2025
Q1
$1K Hold
53
﹤0.01% 4972
2024
Q4
$1K Hold
53
﹤0.01% 4790
2024
Q3
$2K Sell
53
-17
-24% -$642 ﹤0.01% 4451
2024
Q2
$2K Buy
+70
New +$2K ﹤0.01% 4260