Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s MidCap Financial Investment MFIC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$12K Sell
2025
Q2 		$13K Buy
2022
Q1 		– Sell
2021
Q4 		$1K Buy
2015
Q4 		– Sell
2015
Q3 		$14K Buy