Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SPDR S&P Global Infrastructure ETF GII Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GII Stock Details GII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$75K Sell
2025
Q2 		$76K Buy
2025
Q1 		$20K Sell
2024
Q4 		$19K Buy
2024
Q3 		$15K Sell
2024
Q2 		$14K Sell
2024
Q1 		$175K Sell
2023
Q4 		$798K Buy
2023
Q3 		$607K Buy
2023
Q2 		$2K Buy