Carson Wealth (CWM LLC)’s Ur-Energy URG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14K Sell
12,890
-531
-4% -$577 ﹤0.01% 4127
2025
Q1
$9K Buy
13,421
+10,110
+305% +$6.78K ﹤0.01% 4178
2024
Q4
$4K Buy
3,311
+1,855
+127% +$2.24K ﹤0.01% 4360
2024
Q3
$2K Buy
+1,456
New +$2K ﹤0.01% 4467