Carson Wealth (CWM LLC)
SHCR

Carson Wealth (CWM LLC)’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SHCR Stock Details SHCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-60
Closed – – 5269
2024
Q3 		$0 Sell
60
-1,197
-95% -$1.66K ﹤0.01% 5251
2024
Q2 		$2K Buy
1,257
+1,228
+4,234% +$1.01K ﹤0.01% 4283
2024
Q1 		$0 Buy
+29
New +$29 ﹤0.01% 4834

Other funds holding SHCR

GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return