Carson Wealth (CWM LLC)
BWFG icon

Carson Wealth (CWM LLC)’s Bankwell Financial Group BWFG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BWFG Stock Details BWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$46K Buy
2025
Q2 		$22K Buy
2025
Q1 		$14K Buy
2024
Q4 		$8K Buy
2024
Q3 		$7K Buy
2024
Q2 		$4K Buy
2024
Q1 		$2K Buy
2023
Q4 		$2K Buy
2023
Q3 		$1K Buy