Carson Wealth (CWM LLC)’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Hold |
671
| – | – | ﹤0.01% | 4516 |
|
|
2025
Q1 | $6K | Hold |
671
| – | – | ﹤0.01% | 4334 |
|
|
2024
Q4 | $5K | Hold |
671
| – | – | ﹤0.01% | 4175 |
|
|
2024
Q3 | $6K | Buy |
+671
| New | +$6K | ﹤0.01% | 3984 |
|
|
2019
Q1 | – | Sell |
-9,665
| Closed | -$100K | – | 2917 |
|
|
2018
Q4 | $100K | Buy |
+9,665
| New | +$100K | ﹤0.01% | 724 |
|