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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6K Hold
431
– – ﹤0.01% 4539
2025
Q1 		$6K Hold
431
– – ﹤0.01% 4373
2024
Q4 		$5K Hold
431
– – ﹤0.01% 4217
2024
Q3 		$6K Buy
+431
New +$6K ﹤0.01% 4010
2023
Q3 		– Sell
-197
Closed -$3K – 4373
2023
Q2 		$3K Buy
+197
New +$3K ﹤0.01% 3655