Carson Wealth (CWM LLC)
HPS

Carson Wealth (CWM LLC)’s John Hancock Preferred Income Fund III HPS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HPS Stock Details HPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$15K Hold
2025
Q2 		$14K Hold
2025
Q1 		$15K Hold
2024
Q4 		$15K Hold
2024
Q3 		$17K Hold
2024
Q2 		$16K Hold
2024
Q1 		$15K Buy
2023
Q2 		– Sell
2023
Q1 		$4K Buy
2018
Q4 		– Sell
2018
Q3 		$55K Buy