Carson Wealth (CWM LLC)
PALC icon

Carson Wealth (CWM LLC)’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PALC Stock Details PALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.1K Sell
368
-73
-17% -$3.94K ﹤0.01% 4446
2025
Q4 		$23K Hold
441
– – ﹤0.01% 4095
2025
Q3 		$23K Buy
441
+2
+0.5% +$101 ﹤0.01% 4041
2025
Q2 		$22K Sell
439
-65
-13% -$3.07K ﹤0.01% 3854
2025
Q1 		$24K Sell
504
-231
-31% -$11.5K ﹤0.01% 3541
2024
Q4 		$36K Buy
+735
New +$37.3K ﹤0.01% 3032

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