Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Dave Inc DAVE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DAVE Stock Details DAVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$828K Sell
3,083
-45
-1% -$12.1K ﹤0.01% 1344
2025
Q1 		$259K Buy
3,128
+704
+29% +$58.3K ﹤0.01% 1756
2024
Q4 		$211K Buy
2,424
+367
+18% +$31.9K ﹤0.01% 1791
2024
Q3 		$82K Buy
+2,057
New +$82K ﹤0.01% 2324