Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Matrix Service MTRX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MTRX Stock Details MTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$110K Sell
2025
Q2 		$120K Sell
2025
Q1 		$124K Buy
2024
Q4 		$50K Buy
2024
Q3 		$46K Buy
2024
Q2 		$1K Buy
2022
Q1 		– Sell
2021
Q4 		$2K Buy