Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FBCV Stock Details FBCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$925K Buy
2025
Q2 		$667K Sell
2025
Q1 		$660K Buy
2024
Q4 		$301K Buy
2024
Q3 		$202K Buy
2024
Q2 		$108K Buy
2024
Q1 		$100K Buy