Carson Wealth (CWM LLC)
SII

Carson Wealth (CWM LLC)’s Sprott SII Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SII Stock Details SII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$349K Hold
2,445
– – ﹤0.01% 2283
2025
Q4 		$239K Hold
2,445
– – ﹤0.01% 2421
2025
Q3 		$203K Hold
2,445
– – ﹤0.01% 2429
2025
Q2 		$169K Hold
2,445
– – ﹤0.01% 2322
2025
Q1 		$110K Hold
2,445
– – ﹤0.01% 2363
2024
Q4 		$103K Hold
2,445
– – ﹤0.01% 2270
2024
Q3 		$106K Hold
2,445
– – ﹤0.01% 2167
2024
Q2 		$101K Hold
2,445
– – ﹤0.01% 1975
2024
Q1 		$90K Sell
2,445
-200
-8% -$7.18K ﹤0.01% 1944
2023
Q4 		$90K Buy
2,645
+30
+1% +$928 ﹤0.01% 1825
2023
Q3 		$80K Buy
2,615
+1,647
+170% +$54.1K ﹤0.01% 1770
2023
Q2 		$31K Hold
968
– – ﹤0.01% 2350
2023
Q1 		$35K Buy
+968
New +$36.2K ﹤0.01% 2118

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VCM
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PP
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