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

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23K Sell
653
-343
-34% -$12.1K ﹤0.01% 3826
2025
Q1
$32K Buy
996
+602
+153% +$19.3K ﹤0.01% 3342
2024
Q4
$17K Buy
394
+99
+34% +$4.27K ﹤0.01% 3550
2024
Q3
$2K Buy
295
+215
+269% +$1.46K ﹤0.01% 4455
2024
Q2
$1K Buy
+80
New +$1K ﹤0.01% 4481