Carson Wealth (CWM LLC)’s Modiv Industrial MDV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$77K	Sell	5,448 -1,552	-22%	-$21.9K	﹤0.01%	2932
2025 Q1	$112K	Buy	7,000 +770	+12%	+$12.3K	﹤0.01%	2344
2024 Q4	$93K	Buy	+6,230	New	+$93K	﹤0.01%	2322