Carson Wealth (CWM LLC)
FLDR icon

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$239K Buy
+4,774
New +$240K ﹤0.01% 2574
2024
Q4 		– Sell
-32
Closed -$2K – 4985
2024
Q3 		$2K Buy
+32
New +$1.61K ﹤0.01% 4386
2024
Q2 		– Sell
-1,250
Closed -$62K – 4694
2024
Q1 		$62K Buy
+1,250
New +$62.5K ﹤0.01% 2156
2022
Q3 		– Sell
-496
Closed -$25K – 3993
2022
Q2 		$25K Hold
496
– – ﹤0.01% 1983
2022
Q1 		$25K Buy
+496
New +$25K ﹤0.01% 1943

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