Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BRW Stock Details BRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.93K	Buy	1,176 +15	+1%	+$100	﹤0.01%	4866
2025 Q4	$8K	Buy	1,161 +308	+36%	+$2.23K	﹤0.01%	4621
2025 Q3	$7K	Buy	+853	New	+$7.01K	﹤0.01%	4604
2022 Q1	–	Sell	-9	Closed	–	–	3538
2021 Q4	$0	Buy	+9	New	+$82	﹤0.01%	3498
2021 Q2	$0	Hold	27	–	–	﹤0.01%	2936
2021 Q1	$0	Hold	27	–	–	﹤0.01%	2936
2020 Q4	$0	Hold	27	–	–	﹤0.01%	2936
2020 Q3	$0	Hold	27	–	–	﹤0.01%	2936
2020 Q2	$0	Hold	27	–	–	﹤0.01%	2936
2020 Q1	$0	Hold	27	–	–	﹤0.01%	2936
2019 Q4	$0	Hold	27	–	–	﹤0.01%	2935
2019 Q3	$0	Hold	27	–	–	﹤0.01%	2935
2019 Q2	$0	Hold	27	–	–	﹤0.01%	2935
2019 Q1	$0	Buy	+27	New	+$256	﹤0.01%	2956

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