Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STHO Stock Details STHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4K Sell
2025
Q2 		$17K Buy
2025
Q1 		$15K Sell
2024
Q4 		$20K Sell
2024
Q3 		$30K Buy
2024
Q2 		$23K Buy
2024
Q1 		$23K Sell
2023
Q4 		$28K Sell
2023
Q3 		$49K Buy
2023
Q2 		$0 Sell
2023
Q1 		$2K Buy