Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Team TISI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TISI Stock Details TISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$37K Hold
2025
Q2 		$40K Hold
2025
Q1 		$38K Hold
2024
Q4 		$28K Hold
2024
Q3 		$34K Hold
2024
Q2 		$20K Hold
2024
Q1 		$16K Hold
2023
Q4 		$15K Buy
2017
Q1 		– Sell
2016
Q4 		$1K Buy