Carson Wealth (CWM LLC)
TUZ

Carson Wealth (CWM LLC)’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TUZ Stock Details TUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
2014
Q4 		$506K Sell
2014
Q3 		$554K Buy
2014
Q2 		$318K Buy
2014
Q1 		– Sell
2013
Q4 		$10K Buy