Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s Enterprise Bancorp EBTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$32K	Buy
2025 Q1	$29K	Buy
2024 Q4	$28K	Buy
2024 Q3	$21K	Buy
2024 Q2	$9K	Buy
2024 Q1	$1K	Buy