Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ProShares Ulta SmallCap600 SAA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SAA Stock Details SAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-51
Closed -$1K – 4696
2023
Q4 		$1K Hold
51
– – ﹤0.01% 4035
2023
Q3 		$1K Buy
51
+1
+2% +$22 ﹤0.01% 4070
2023
Q2 		$1K Hold
50
– – ﹤0.01% 4056
2023
Q1 		$1K Hold
50
– – ﹤0.01% 3915
2022
Q4 		$1K Hold
50
– – ﹤0.01% 3834
2022
Q3 		$1K Hold
50
– – ﹤0.01% 3748
2022
Q2 		$1K Buy
+50
New +$1.21K ﹤0.01% 3625

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