Carson Wealth (CWM LLC)’s Urgent.ly ULY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 5311 |
|
|
2025
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 5207 |
|
|
2024
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 5180 |
|
|
2024
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 5165 |
|
|
2024
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 4958 |
|
|
2024
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 4760 |
|
|
2023
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 4521 |
|