Carson Wealth (CWM LLC)’s Finance of America Companies FOA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-170	Closed	-$1K	–	4917
2024 Q2	$1K	Buy	170 +169	+16,900%	+$994	﹤0.01%	4379
2024 Q1	$0	Buy	+1	New	–	﹤0.01%	4451
2022 Q3	–	Sell	-16	Closed	–	–	3975
2022 Q2	$0	Buy	+16	New	–	﹤0.01%	3864