Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SNPE Stock Details SNPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$38K Hold
2025
Q2 		$35K Hold
2025
Q1 		$32K Buy
2023
Q1 		– Sell
2022
Q4 		$2K Sell
2022
Q3 		$13K Hold
2022
Q2 		$14K Buy
2022
Q1 		– Sell
2021
Q4 		$230K Buy