Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$356K Buy
2025
Q2 		$284K Buy
2025
Q1 		$138K Hold
2024
Q4 		$145K Buy
2024
Q2 		– Sell
2024
Q1 		$33K Hold
2023
Q4 		$31K Hold
2023
Q3 		$28K Hold
2023
Q2 		$29K Hold
2023
Q1 		$28K Hold
2022
Q4 		$27K Buy