Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Distribution Solutions Group DSGR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4K Sell
159
-38
-19% -$956 ﹤0.01% 4660
2025
Q1 		$6K Buy
197
+31
+19% +$944 ﹤0.01% 4343
2024
Q4 		$6K Buy
166
+74
+80% +$2.68K ﹤0.01% 4100
2024
Q3 		$4K Buy
92
+73
+384% +$3.17K ﹤0.01% 4169
2024
Q2 		$1K Buy
+19
New +$1K ﹤0.01% 4359