Carson Wealth (CWM LLC)
TPIC

Carson Wealth (CWM LLC)’s TPI Composites TPIC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TPIC Stock Details TPIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,736
Closed -$7K – 5553
2025
Q2 		$7K Sell
7,736
-1,260
-14% -$1.28K ﹤0.01% 4490
2025
Q1 		$7K Buy
8,996
+8,490
+1,678% +$11.1K ﹤0.01% 4320
2024
Q4 		$1K Sell
506
-832
-62% -$2.31K ﹤0.01% 4820
2024
Q3 		$6K Buy
1,338
+144
+12% +$589 ﹤0.01% 4049
2024
Q2 		$5K Buy
1,194
+438
+58% +$1.68K ﹤0.01% 3906
2024
Q1 		$2K Buy
756
+368
+95% +$1.08K ﹤0.01% 4043
2023
Q4 		$2K Sell
388
-284
-42% -$739 ﹤0.01% 3852
2023
Q3 		$2K Buy
672
+632
+1,580% +$3.87K ﹤0.01% 3870
2023
Q2 		$0 Buy
+40
New +$448 ﹤0.01% 4461
2021
Q2 		$3K Hold
67
– – ﹤0.01% 2566
2021
Q1 		$3K Hold
67
– – ﹤0.01% 2565
2020
Q4 		$3K Hold
67
– – ﹤0.01% 2565
2020
Q3 		$3K Hold
67
– – ﹤0.01% 2564
2020
Q2 		$3K Hold
67
– – ﹤0.01% 2563
2020
Q1 		$3K Hold
67
– – ﹤0.01% 2561
2019
Q4 		$3K Hold
67
– – ﹤0.01% 2560
2019
Q3 		$3K Hold
67
– – ﹤0.01% 2560
2019
Q2 		$3K Hold
67
– – ﹤0.01% 2560
2019
Q1 		$3K Buy
+67
New +$1.99K ﹤0.01% 2560
2017
Q1 		– Sell
-1,000
Closed -$16K – 1313
2016
Q4 		$16K Buy
+1,000
New +$16.2K ﹤0.01% 639

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EAM
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GAA
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ML
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SAM
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JRP
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XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return