Carson Wealth (CWM LLC)’s Democracy International Fund DMCY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DMCY Stock Details DMCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-70	Closed	-$2K	–	5710
2025 Q4	$2K	Buy	70 +3	+4%	+$92	﹤0.01%	5070
2025 Q3	$2K	Buy	67 +6	+10%	+$174	﹤0.01%	4989
2025 Q2	$2K	Buy	+61	New	+$1.65K	﹤0.01%	4869

Carson Wealth (CWM LLC)'s DMCY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Democracy International Fund (DMCY) in Q1 2026, closing a stake of 70 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in DMCY in Q2 2025 and held it in 3 quarters. The position peaked at $2K in Q4 2025. 0 funds tracked by Wall St. Rank hold DMCY as of Q1 2026.

Carson Wealth (CWM LLC) reported no remaining Democracy International Fund position as of Q1 2026 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 70 Democracy International Fund shares in Q1 2026, an estimated $2K.
Carson Wealth (CWM LLC) first reported a position in Democracy International Fund in Q2 2025 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s Democracy International Fund position peaked at $2K in Q4 2025.
0 funds tracked by Wall St. Rank held Democracy International Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.