Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LDP Stock Details LDP Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2K Buy
2023
Q3 		– Sell
2023
Q2 		$11K Buy
2023
Q1 		– Sell
2022
Q4 		$0 Hold
2022
Q3 		$0 Sell
2022
Q2 		$16K Buy
2022
Q1 		$18K Buy
2019
Q1 		– Sell
2018
Q4 		$47K Buy
2018
Q3 		$10K Buy