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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$997K Buy
16,425
+12,901
+366% +$783K ﹤0.01% 1240
2025
Q1 		$200K Sell
3,524
-173
-5% -$9.82K ﹤0.01% 1917
2024
Q4 		$220K Buy
+3,697
New +$220K ﹤0.01% 1765