Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SPDR Russell 1000 Yield Focus ETF ONEY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ONEY Stock Details ONEY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$24K Buy
+218
New +$24K ﹤0.01% 3802
2023
Q1 		– Sell
-736
Closed -$69K – 4249
2022
Q4 		$69K Sell
736
-1,116
-60% -$105K ﹤0.01% 1556
2022
Q3 		$154K Buy
+1,852
New +$154K ﹤0.01% 1151