Carson Wealth (CWM LLC)’s iShares MSCI World ETF URTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1
Closed 4525
2023
Q3
$0 Hold
1
﹤0.01% 4534
2023
Q2
$0 Buy
+1
New ﹤0.01% 4459
2019
Q1
Sell
-200
Closed -$16K 3251
2018
Q4
$16K Buy
+200
New +$16K ﹤0.01% 1200