Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SHE Stock Details SHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$133K Sell
2025
Q2 		$294K Sell
2025
Q1 		$915K Buy
2024
Q4 		$36K Hold
2024
Q3 		$35K Hold
2024
Q2 		$33K Hold
2024
Q1 		$32K Buy