Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Strive 1000 Value ETF STXV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STXV Stock Details STXV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-539
Closed -$14K – 4507
2023
Q2 		$14K Sell
539
-7,225
-93% -$188K ﹤0.01% 2886
2023
Q1 		$191K Buy
+7,764
New +$191K ﹤0.01% 1208