Carson Wealth (CWM LLC)
UPB

Carson Wealth (CWM LLC)’s Upstream Bio, Inc. Common Stock UPB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio UPB Stock Details UPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$36K Buy
3,312
+1,716
+108% +$18.7K ﹤0.01% 3520
2025
Q1 		$10K Buy
+1,596
New +$10K ﹤0.01% 4123