Carson Wealth (CWM LLC)
DSTL icon

Carson Wealth (CWM LLC)’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DSTL Stock Details DSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76.2K Buy
1,316
+1,206
+1,096% +$72.4K ﹤0.01% 3489
2025
Q4 		$6K Sell
110
-456
-81% -$26.5K ﹤0.01% 4740
2025
Q3 		$33K Buy
566
+515
+1,010% +$29.1K ﹤0.01% 3814
2025
Q2 		$3K Buy
+51
New +$2.71K ﹤0.01% 4754
2024
Q4 		– Sell
-7,449
Closed -$423K – 4962
2024
Q3 		$423K Buy
+7,449
New +$404K ﹤0.01% 1394
2023
Q3 		– Sell
-1,208
Closed -$55K – 4247
2023
Q2 		$55K Buy
1,208
+4
+0.3% +$173 ﹤0.01% 1905
2023
Q1 		$52K Buy
1,204
+4
+0.3% +$170 ﹤0.01% 1845
2022
Q4 		$49K Hold
1,200
– – ﹤0.01% 1746
2022
Q3 		$44K Buy
+1,200
New +$49K ﹤0.01% 1713

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