Carson Wealth (CWM LLC)’s NuScale Power SMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Sell |
16,260
-28,252
| -63% | -$1.12M | ﹤0.01% | 1480 |
|
|
2025
Q1 | $630K | Buy |
44,512
+34,965
| +366% | +$495K | ﹤0.01% | 1364 |
|
|
2024
Q4 | $171K | Buy |
9,547
+4,243
| +80% | +$76K | ﹤0.01% | 1932 |
|
|
2024
Q3 | $61K | Buy |
5,304
+5,191
| +4,594% | +$59.7K | ﹤0.01% | 2552 |
|
|
2024
Q2 | $1K | Sell |
113
-2,149
| -95% | -$19K | ﹤0.01% | 4479 |
|
|
2024
Q1 | $12K | Sell |
2,262
-641
| -22% | -$3.4K | ﹤0.01% | 3243 |
|
|
2023
Q4 | $10K | Buy |
2,903
+256
| +10% | +$882 | ﹤0.01% | 3200 |
|
|
2023
Q3 | $13K | Buy |
2,647
+483
| +22% | +$2.37K | ﹤0.01% | 3001 |
|
|
2023
Q2 | $15K | Hold |
2,164
| – | – | ﹤0.01% | 2834 |
|
|
2023
Q1 | $20K | Sell |
2,164
-19,800
| -90% | -$183K | ﹤0.01% | 2524 |
|
|
2022
Q4 | $225K | Sell |
21,964
-188
| -0.8% | -$1.93K | ﹤0.01% | 1055 |
|
|
2022
Q3 | $259K | Buy |
22,152
+867
| +4% | +$10.1K | ﹤0.01% | 957 |
|
|
2022
Q2 | $213K | Buy |
+21,285
| New | +$213K | ﹤0.01% | 1023 |
|