Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s TBG Dividend Focus ETF TBG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TBG Stock Details TBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23,602
Closed -$697K – 4929
2024
Q1 		$697K Buy
23,602
+20,265
+607% +$598K ﹤0.01% 999
2023
Q4 		$91K Buy
+3,337
New +$91K ﹤0.01% 1819