Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CVMC Stock Details CVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.18M Buy
2025
Q2 		$997K Buy
2025
Q1 		$200K Sell
2024
Q4 		$220K Buy