Carson Wealth (CWM LLC)
EFFE

Carson Wealth (CWM LLC)’s Global X JPMorgan Efficiente Index ETF EFFE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EFFE Stock Details EFFE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-7,500
Closed -$180K – 1379
2016
Q4 		$180K Hold
7,500
– – 0.01% 280
2016
Q3 		$184K Hold
7,500
– – 0.01% 268
2016
Q2 		$183K Hold
7,500
– – 0.01% 250
2016
Q1 		$174K Buy
+7,500
New +$174K 0.02% 239