Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fidelity Value Factor ETF FVAL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FVAL Stock Details FVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$11K Buy
2025
Q2 		– Sell
2025
Q1 		$20K Buy
2024
Q4 		$20K Buy
2023
Q2 		– Sell
2023
Q1 		$5K Sell
2022
Q4 		$8K Buy
2022
Q3 		$6K Hold
2022
Q2 		$6K Buy
2022
Q1 		$4K Buy