Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s 908 Devices MASS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MASS Stock Details MASS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$60K Sell
2025
Q2 		$56K Buy
2025
Q1 		$31K Buy
2024
Q4 		$2K Buy
2024
Q3 		$1K Buy
2024
Q2 		$0 Buy
2023
Q4 		– Sell
2023
Q3 		$0 Buy
2023
Q2 		$0 Hold
2023
Q1 		$1K Buy
2022
Q4 		$0 Buy