CWM
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CarsonAllaria Wealth Management’s The RealReal REAL Stock Holding History

CarsonAllaria Wealth Management’s Portfolio REAL Stock Details REAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,250
Closed -$3.92K – 384
2024
Q3 		$3.92K Hold
1,250
– – ﹤0.01% 317
2024
Q2 		$3.99K Hold
1,250
– – ﹤0.01% 302
2024
Q1 		$4.89K Sell
1,250
-1,000
-44% -$2.38K ﹤0.01% 296
2023
Q4 		$4.52K Sell
2,250
-600
-21% -$1.17K ﹤0.01% 263
2023
Q3 		$6.01K Buy
2,850
+1,250
+78% +$3.05K ﹤0.01% 243
2023
Q2 		$3.55K Buy
1,600
+600
+60% +$821 ﹤0.01% 286
2023
Q1 		$1.26K Hold
1,000
– – ﹤0.01% 325
2022
Q4 		$1K Hold
1,000
– – ﹤0.01% 327
2022
Q3 		$2K Buy
+1,000
New +$2.42K ﹤0.01% 285

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