Carson Wealth (CWM LLC)
DEX

Carson Wealth (CWM LLC)’s DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND DEX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DEX Stock Details DEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,182
Closed -$9K – 4474
2022
Q4 		$9K Buy
1,182
+63
+6% +$474 ﹤0.01% 2897
2022
Q3 		$8K Buy
1,119
+65
+6% +$499 ﹤0.01% 2871
2022
Q2 		$8K Buy
1,054
+328
+45% +$2.69K ﹤0.01% 2764
2022
Q1 		$7K Buy
+726
New +$6.83K ﹤0.01% 2716

Carson Wealth (CWM LLC)'s DEX Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) in Q1 2023, closing a stake of 1,182 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in DEX in Q1 2022 and held it in 4 quarters. The position peaked at $9K in Q4 2022. 0 funds tracked by Wall St. Rank hold DEX as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,182 DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND shares in Q1 2023, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in Q1 2022 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position peaked at $9K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.