Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s T. Rowe Price Capital Appreciation Equity ETF TCAF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TCAF Stock Details TCAF Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.09M Buy
2025
Q2 		$1.83M Buy
2025
Q1 		$1.56M Buy
2024
Q4 		$1.46M Buy
2024
Q3 		$701K Buy
2024
Q2 		$541K Buy
2024
Q1 		$256K Sell
2023
Q4 		$293K Buy