Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RFI Stock Details RFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5K	Hold
2025 Q2	$5K	Hold
2025 Q1	$5K	Hold
2024 Q4	$5K	Sell
2024 Q3	$14K	Buy
2024 Q2	$5K	Buy
2024 Q1	$5K	Buy
2023 Q4	–	Sell
2023 Q3	$4K	Buy
2019 Q1	–	Sell
2018 Q4	$1K	Buy