Carson Wealth (CWM LLC)’s iShares USD Green Bond ETF BGRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $62K | Sell |
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|
2025
Q2 | $71K | Buy |
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|
2025
Q1 | $71K | Sell |
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|
2024
Q4 | $75K | Sell |
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|
2024
Q3 | $246K | Buy |
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|
2024
Q2 | $237K | Buy |
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|
2024
Q1 | $234K | Buy |
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|
2023
Q4 | $142K | Sell |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $289K | Buy |
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|
2023
Q1 | $291K | Buy |
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|
2022
Q4 | $125K | Sell |
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|
2022
Q3 | $158K | Buy |
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|
2022
Q2 | $165K | Sell |
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|
2022
Q1 | $175K | Hold |
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|
2021
Q4 | $188K | Buy |
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|
2021
Q2 | $42K | Hold |
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|
2021
Q1 | $42K | Hold |
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|
2020
Q4 | $42K | Hold |
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|
2020
Q3 | $42K | Hold |
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|
2020
Q2 | $42K | Hold |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $42K | Hold |
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|
2019
Q3 | $42K | Hold |
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|
2019
Q2 | $42K | Hold |
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|
2019
Q1 | $42K | Buy |
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