Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLDR Stock Details FLDR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$239K Buy
2024
Q4 		– Sell
2024
Q3 		$2K Buy
2024
Q2 		– Sell
2024
Q1 		$62K Buy
2022
Q3 		– Sell
2022
Q2 		$25K Hold
2022
Q1 		$25K Buy