Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ProShares DJ Brookfield Global Infrastructure ETF TOLZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TOLZ Stock Details TOLZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-163
Closed -$7K – 4741
2023
Q4 		$7K Buy
+163
New +$7K ﹤0.01% 3374
2022
Q2 		– Sell
-77
Closed -$4K – 4073
2022
Q1 		$4K Buy
+77
New +$4K ﹤0.01% 2958