Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s FirstService FSV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FSV Stock Details FSV Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$0 Buy
2024
Q2 		– Sell
2024
Q1 		$0 Buy
2023
Q3 		– Sell
2023
Q2 		$4K Hold
2023
Q1 		$4K Sell
2022
Q4 		$11K Buy