Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PSF Stock Details PSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-251
Closed -$5K – 5158
2024
Q4 		$5K Buy
+251
New +$5K ﹤0.01% 4230
2023
Q3 		– Sell
-549
Closed -$10K – 4458
2023
Q2 		$10K Hold
549
– – ﹤0.01% 3095
2023
Q1 		$10K Buy
+549
New +$10K ﹤0.01% 2962