Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Talkspace TALK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TALK Stock Details TALK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$55K Sell
19,756
-1,509
-7% -$4.2K ﹤0.01% 3212
2025
Q1 		$54K Buy
21,265
+19,667
+1,231% +$49.9K ﹤0.01% 2917
2024
Q4 		$5K Buy
1,598
+514
+47% +$1.61K ﹤0.01% 4239
2024
Q3 		$2K Buy
+1,084
New +$2K ﹤0.01% 4460