Carson Wealth (CWM LLC)
WDI

Carson Wealth (CWM LLC)’s Western Asset Diversified Income Fund WDI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WDI Stock Details WDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$36K Buy
2025
Q2 		$33K Buy
2025
Q1 		$32K Buy
2024
Q4 		$23K Hold
2024
Q3 		$25K Buy
2024
Q2 		$4K Hold
2024
Q1 		$4K Hold
2023
Q4 		$4K Hold
2023
Q3 		$4K Hold
2023
Q2 		$4K Buy
2023
Q1 		$3K Buy