Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Davis Select Financial ETF DFNL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DFNL Stock Details DFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$79K Buy
2025
Q2 		$56K Buy
2025
Q1 		$20K Sell
2024
Q4 		$47K Sell
2024
Q3 		$62K Sell
2024
Q2 		$55K Sell
2024
Q1 		$56K Buy