Carson Wealth (CWM LLC)’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Hold |
628
| – | – | ﹤0.01% | 4279 |
|
|
2025
Q1 | $10K | Hold |
628
| – | – | ﹤0.01% | 4092 |
|
|
2024
Q4 | $10K | Hold |
628
| – | – | ﹤0.01% | 3851 |
|
|
2024
Q3 | $11K | Buy |
+628
| New | +$11K | ﹤0.01% | 3724 |
|
|
2023
Q3 | – | Sell |
-825
| Closed | -$13K | – | 4244 |
|
|
2023
Q2 | $13K | Buy |
+825
| New | +$13K | ﹤0.01% | 2910 |
|
|
2023
Q1 | – | Sell |
-10,000
| Closed | -$134K | – | 4108 |
|
|
2022
Q4 | $134K | Hold |
10,000
| – | – | ﹤0.01% | 1253 |
|
|
2022
Q3 | $128K | Buy |
+10,000
| New | +$128K | ﹤0.01% | 1229 |
|