Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CVR Partners UAN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$3K Hold
2025
Q1 		$2K Buy
2017
Q1 		– Sell
2016
Q4 		$12K Hold
2016
Q3 		$11K Hold
2016
Q2 		$16K Buy