Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares LifePath Target Date 2050 ETF ITDF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ITDF Stock Details ITDF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-26
Closed -$1K – 5023
2024
Q3 		$1K Buy
26
+20
+333% +$769 ﹤0.01% 4604
2024
Q2 		$0 Buy
+6
New – ﹤0.01% 4743