Carson Wealth (CWM LLC)’s PCM Fund PCM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-723	Closed	-$6K	–	4410
2023 Q3	$6K	Hold	723	–	–	﹤0.01%	3388
2023 Q2	$7K	Sell	723 -485	-40%	-$4.7K	﹤0.01%	3288
2023 Q1	$10K	Buy	+1,208	New	+$10K	﹤0.01%	2960