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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-76,597	Closed	-$7.67M	–	1649
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%	378