Carson Wealth (CWM LLC)’s Barings Global Short Duration High Yield Fund BGH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Hold |
945
| – | – | ﹤0.01% | 4064 |
|
|
2025
Q1 | $14K | Sell |
945
-26
| -3% | -$385 | ﹤0.01% | 3900 |
|
|
2024
Q4 | $15K | Hold |
971
| – | – | ﹤0.01% | 3615 |
|
|
2024
Q3 | $15K | Hold |
971
| – | – | ﹤0.01% | 3532 |
|
|
2024
Q2 | $14K | Hold |
971
| – | – | ﹤0.01% | 3325 |
|
|
2024
Q1 | $14K | Hold |
971
| – | – | ﹤0.01% | 3120 |
|
|
2023
Q4 | $13K | Hold |
971
| – | – | ﹤0.01% | 3020 |
|
|
2023
Q3 | $12K | Hold |
971
| – | – | ﹤0.01% | 3024 |
|
|
2023
Q2 | $13K | Buy |
+971
| New | +$13K | ﹤0.01% | 2901 |
|
|
2019
Q1 | – | Sell |
-3,534
| Closed | -$56K | – | 2906 |
|
|
2018
Q4 | $56K | Buy |
+3,534
| New | +$56K | ﹤0.01% | 851 |
|