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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$14K Sell
2025
Q2 		$20K Buy
2025
Q1 		$21K Sell
2024
Q4 		$14K Buy
2024
Q3 		$3K Buy