Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STOT Stock Details STOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-450
Closed -$21K – 4435
2023
Q1 		$21K Hold
450
– – ﹤0.01% 2482
2022
Q4 		$21K Hold
450
– – ﹤0.01% 2338
2022
Q3 		$21K Buy
+450
New +$21K ﹤0.01% 2196