Carson Wealth (CWM LLC)’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
16,616
-2,891
| -15% | -$80.2K | ﹤0.01% | 1630 |
|
|
2025
Q1 | $505K | Buy |
19,507
+5,664
| +41% | +$147K | ﹤0.01% | 1436 |
|
|
2024
Q4 | $369K | Buy |
13,843
+1,007
| +8% | +$26.8K | ﹤0.01% | 1495 |
|
|
2024
Q3 | $425K | Buy |
12,836
+5,584
| +77% | +$185K | ﹤0.01% | 1391 |
|
|
2024
Q2 | $136K | Buy |
7,252
+6,573
| +968% | +$123K | ﹤0.01% | 1791 |
|
|
2024
Q1 | $14K | Buy |
679
+549
| +422% | +$11.3K | ﹤0.01% | 3153 |
|
|
2023
Q4 | $3K | Buy |
+130
| New | +$3K | ﹤0.01% | 3751 |
|
|
2023
Q3 | – | Sell |
-9,091
| Closed | -$211K | – | 4555 |
|
|
2023
Q2 | $211K | Buy |
9,091
+1,627
| +22% | +$37.8K | ﹤0.01% | 1226 |
|
|
2023
Q1 | $195K | Buy |
+7,464
| New | +$195K | ﹤0.01% | 1205 |
|