Carson Wealth (CWM LLC)
SOR

Carson Wealth (CWM LLC)’s Source Capital SOR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SOR Stock Details SOR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3K Hold
67
– – ﹤0.01% 4808
2025
Q1 		$3K Hold
67
– – ﹤0.01% 4674
2024
Q4 		$3K Buy
+67
New +$3K ﹤0.01% 4449
2014
Q1 		– Sell
-2,676
Closed -$180K – 398
2013
Q4 		$180K Buy
+2,676
New +$180K 0.03% 160