Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s Highland Opportunities and Income Fund HFRO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HFRO Stock Details HFRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$24K	Buy
2025 Q2	$1K	Hold
2025 Q1	$1K	Hold
2024 Q4	$1K	Hold
2024 Q3	$1K	Buy
2023 Q4	–	Hold
2023 Q3	–	Hold
2022 Q3	–	Sell
2022 Q2	$2K	Buy
2018 Q3	–	Sell
2018 Q2	$20K	Buy