Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Scholar Rock SRRK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SRRK Stock Details SRRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$15K Sell
2025
Q2 		$23K Sell
2025
Q1 		$32K Buy
2024
Q4 		$17K Buy
2024
Q3 		$2K Buy
2024
Q2 		$1K Buy