Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Greystone Housing Impact Investors LP GHI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GHI Stock Details GHI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
2023
Q1 		$322K Buy
2022
Q4 		$321K Sell
2022
Q3 		$317K Buy
2022
Q2 		$82K Buy