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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3K Hold
2025
Q2 		$3K Hold
2025
Q1 		$3K Hold
2024
Q4 		$3K Buy
2014
Q1 		– Sell
2013
Q4 		$180K Buy