Carson Wealth (CWM LLC)
FOCS

Carson Wealth (CWM LLC)’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FOCS Stock Details FOCS Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
2023
Q2 		$13K Hold
2023
Q1 		$13K Sell
2022
Q4 		$15K Sell
2022
Q3 		$17K Buy
2022
Q2 		$17K Buy
2022
Q1 		$7K Buy
2021
Q4 		$1K Buy