Carson Wealth (CWM LLC)’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-120
| Closed | -$2K | – | 5043 |
|
|
2024
Q4 | $2K | Sell |
120
-550
| -82% | -$9.17K | ﹤0.01% | 4497 |
|
|
2024
Q3 | $12K | Buy |
+670
| New | +$12K | ﹤0.01% | 3658 |
|
|
2023
Q4 | – | Sell |
-1,805
| Closed | -$27K | – | 4126 |
|
|
2023
Q3 | $27K | Hold |
1,805
| – | – | ﹤0.01% | 2470 |
|
|
2023
Q2 | $30K | Hold |
1,805
| – | – | ﹤0.01% | 2358 |
|
|
2023
Q1 | $32K | Sell |
1,805
-425
| -19% | -$7.54K | ﹤0.01% | 2173 |
|
|
2022
Q4 | $38K | Hold |
2,230
| – | – | ﹤0.01% | 1904 |
|
|
2022
Q3 | $37K | Hold |
2,230
| – | – | ﹤0.01% | 1808 |
|
|
2022
Q2 | $43K | Buy |
2,230
+1,805
| +425% | +$34.8K | ﹤0.01% | 1688 |
|
|
2022
Q1 | $9K | Buy |
+425
| New | +$9K | ﹤0.01% | 2517 |
|