Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Root ROOT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ROOT Stock Details ROOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$20K Buy
159
+2
+1% +$252 ﹤0.01% 3921
2025
Q1 		$21K Sell
157
-31
-16% -$4.15K ﹤0.01% 3643
2024
Q4 		$14K Buy
188
+104
+124% +$7.75K ﹤0.01% 3685
2024
Q3 		$3K Buy
+84
New +$3K ﹤0.01% 4313