Carson Wealth (CWM LLC)’s iShares CMBS ETF CMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Buy |
+256
| New | +$12K | ﹤0.01% | 4191 |
|
|
2022
Q3 | – | Sell |
-133
| Closed | -$6K | – | 3925 |
|
|
2022
Q2 | $6K | Buy |
+133
| New | +$6K | ﹤0.01% | 2856 |
|
|
2014
Q1 | – | Sell |
-48
| Closed | -$2K | – | 202 |
|
|
2013
Q4 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 536 |
|