Carson Wealth (CWM LLC)
INC

Carson Wealth (CWM LLC)’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INC Stock Details INC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-76,597
Closed -$7.67M – 1650
2017
Q4 		$7.67M Buy
76,597
+38,553
+101% +$3.86M 0.34% 61
2017
Q3 		$3.84M Buy
38,044
+36,986
+3,496% +$3.73M 0.18% 97
2017
Q2 		$106K Buy
+1,058
New +$106K 0.01% 379

Other funds holding INC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INC Position: Q1 2018 in Review

Carson Wealth (CWM LLC) sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q1 2018, closing a stake of 76,597 shares — an estimated $7.67M sold.

Carson Wealth (CWM LLC) first reported a position in INC in Q2 2017 and held it in 3 quarters. The position peaked at $7.67M in Q4 2017. 1 fund tracked by Wall St. Rank holds INC as of Q1 2018.

  • Carson Wealth (CWM LLC) reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q1 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 76,597 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q1 2018, an estimated $7.67M.
  • Carson Wealth (CWM LLC) first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q2 2017 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $7.67M in Q4 2017.
  • 1 fund tracked by Wall St. Rank held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) as of Q1 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2018, filed 26 Apr 2018.