Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SoundThinking SSTI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SSTI Stock Details SSTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$10K Buy
2025
Q2 		$10K Buy
2025
Q1 		$13K Buy
2024
Q4 		$1K Buy
2024
Q3 		$0 Sell
2024
Q2 		$0 Buy
2023
Q4 		– Sell
2023
Q3 		$0 Buy
2023
Q2 		$0 Buy