Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Virco VIRC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VIRC Stock Details VIRC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10K Buy
1,269
+917
+261% +$7.23K ﹤0.01% 4315
2025
Q1 		$3K Sell
352
-752
-68% -$6.41K ﹤0.01% 4689
2024
Q4 		$11K Sell
1,104
-1,305
-54% -$13K ﹤0.01% 3831
2024
Q3 		$33K Buy
+2,409
New +$33K ﹤0.01% 3036