Carson Wealth (CWM LLC)
SMI

Carson Wealth (CWM LLC)’s VanEck HIP Sustainable Muni ETF SMI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMI Stock Details SMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$11K Hold
2024
Q4 		$12K Hold
2024
Q3 		$12K Hold
2024
Q2 		$12K Hold
2024
Q1 		$12K Hold
2023
Q4 		$12K Hold
2023
Q3 		$11K Hold
2023
Q2 		$12K Hold
2023
Q1 		$12K Buy