Carson Wealth (CWM LLC)
HIGH icon

Carson Wealth (CWM LLC)’s Simplify Enhanced Income ETF HIGH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HIGH Stock Details HIGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,066
Closed -$25K – 5109
2024
Q4 		$25K Buy
1,066
+17
+2% +$399 ﹤0.01% 3286
2024
Q3 		$25K Buy
+1,049
New +$25K ﹤0.01% 3222