Carson Wealth (CWM LLC)
MEGI

Carson Wealth (CWM LLC)’s MainStay CBRE Global Infrastructure Megatrends Term Fund MEGI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MEGI Stock Details MEGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.33K Hold
431
– – ﹤0.01% 4945
2025
Q4 		$6K Hold
431
– – ﹤0.01% 4756
2025
Q3 		$6K Hold
431
– – ﹤0.01% 4685
2025
Q2 		$6K Hold
431
– – ﹤0.01% 4544
2025
Q1 		$6K Hold
431
– – ﹤0.01% 4381
2024
Q4 		$5K Hold
431
– – ﹤0.01% 4219
2024
Q3 		$6K Buy
+431
New +$5.89K ﹤0.01% 4012
2023
Q3 		– Sell
-197
Closed -$3K – 4383
2023
Q2 		$3K Buy
+197
New +$2.78K ﹤0.01% 3661

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PCM
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KIM
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AIA
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