Carson Wealth (CWM LLC)
JHML icon

Carson Wealth (CWM LLC)’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JHML Stock Details JHML Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$990K Sell
2025
Q2 		$1.05M Sell
2025
Q1 		$980K Sell
2024
Q4 		$1.24M Buy
2024
Q3 		$30K Hold
2024
Q2 		$28K Hold
2024
Q1 		$28K Sell
2023
Q4 		$68K Buy
2023
Q2 		– Sell
2023
Q1 		$5K Buy