Carson Wealth (CWM LLC)
FELG icon

Carson Wealth (CWM LLC)’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FELG Stock Details FELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.3M Buy
274,425
+31,386
+13% +$1.25M 0.03% 550
2025
Q4 		$10.1M Buy
243,039
+240,253
+8,624% +$9.99M 0.03% 525
2025
Q3 		$115K Buy
2,786
+461
+20% +$17.9K ﹤0.01% 2866
2025
Q2 		$86K Buy
+2,325
New +$77.6K ﹤0.01% 2849
2025
Q1 		– Sell
-4,702
Closed -$166K – 5097
2024
Q4 		$166K Buy
+4,702
New +$163K ﹤0.01% 1953
2024
Q1 		– Sell
-12,346
Closed -$324K – 4451
2023
Q4 		$324K Buy
+12,346
New +$317K ﹤0.01% 1222

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