Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s TORM TRMD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TRMD Stock Details TRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$109K Buy
2025
Q2 		$88K Hold
2025
Q1 		$87K Buy
2024
Q4 		$6K Sell
2024
Q3 		$44K Buy
2024
Q2 		$11K Hold
2024
Q1 		$10K Hold
2023
Q4 		$9K Buy
2023
Q3 		$5K Buy