Carson Wealth (CWM LLC)
SMID icon

Carson Wealth (CWM LLC)’s Smith-Midland SMID Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3K Sell
76
-16
-17% -$632 ﹤0.01% 4807
2025
Q1 		$3K Buy
92
+56
+156% +$1.83K ﹤0.01% 4673
2024
Q4 		$2K Sell
36
-2
-5% -$111 ﹤0.01% 4608
2024
Q3 		$1K Buy
+38
New +$1K ﹤0.01% 4705