Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Putnam BDC Income ETF PBDC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PBDC Stock Details PBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$269K Sell
2025
Q2 		$310K Buy
2025
Q1 		$309K Sell
2024
Q4 		$322K Buy
2024
Q3 		$270K Sell
2024
Q2 		$306K Buy
2024
Q1 		$280K Buy
2023
Q4 		$231K Buy
2023
Q3 		$120K Buy