Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RAVI Stock Details RAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2K Buy
2025
Q2 		$2K Buy
2024
Q4 		– Sell
2024
Q3 		$19K Buy
2024
Q2 		– Sell
2024
Q1 		$2K Hold
2023
Q4 		$2K Sell
2023
Q3 		$39K Sell
2023
Q2 		$39K Sell
2023
Q1 		$43K Buy