Carson Wealth (CWM LLC)
MOFG icon

Carson Wealth (CWM LLC)’s MidWestOne Financial Group MOFG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MOFG Stock Details MOFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$78K Sell
2025
Q2 		$91K Buy
2025
Q1 		$28K Buy
2024
Q4 		$27K Sell
2024
Q3 		$27K Buy
2024
Q2 		$6K Buy
2024
Q1 		$0 Buy
2023
Q2 		– Sell
2023
Q1 		$1K Buy