Carson Wealth (CWM LLC)’s iShares MSCI ACWI Low Carbon Target ETF CRBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $67K | Hold |
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|
2025
Q2 | $63K | Hold |
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|
2025
Q1 | $57K | Hold |
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|
2024
Q4 | $57K | Hold |
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|
2024
Q3 | $58K | Sell |
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|
2024
Q2 | $59K | Hold |
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|
2024
Q1 | $58K | Sell |
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|
2023
Q4 | $61K | Buy |
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|
2023
Q3 | $56K | Sell |
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|
2023
Q2 | $70K | Buy |
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|
2023
Q1 | $55K | Sell |
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|
2022
Q4 | $92K | Buy |
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|
2022
Q3 | $47K | Sell |
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|
2022
Q2 | $71K | Buy |
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|
2022
Q1 | $60K | Hold |
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|
2021
Q4 | $64K | Buy |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $12K | Hold |
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|
2020
Q4 | $12K | Hold |
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|
2020
Q3 | $12K | Hold |
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|
2020
Q2 | $12K | Hold |
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|
2020
Q1 | $12K | Hold |
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|
2019
Q4 | $12K | Hold |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $12K | Buy |
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|
2018
Q4 | $7K | Hold |
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|
2018
Q3 | $8K | Hold |
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|
2018
Q2 | $8K | Hold |
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|
2018
Q1 | $8K | Hold |
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|
2017
Q4 | $8K | Buy |
|