Carson Wealth (CWM LLC)’s Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust GBAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-500
| Closed | -$8K | – | 4924 |
|
|
2024
Q2 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 3656 |
|
|
2023
Q4 | – | Sell |
-2,260
| Closed | -$35K | – | 4264 |
|
|
2023
Q3 | $35K | Hold |
2,260
| – | – | ﹤0.01% | 2305 |
|
|
2023
Q2 | $37K | Hold |
2,260
| – | – | ﹤0.01% | 2205 |
|
|
2023
Q1 | $39K | Hold |
2,260
| – | – | ﹤0.01% | 2042 |
|
|
2022
Q4 | $37K | Hold |
2,260
| – | – | ﹤0.01% | 1931 |
|
|
2022
Q3 | $35K | Hold |
2,260
| – | – | ﹤0.01% | 1850 |
|
|
2022
Q2 | $40K | Buy |
+2,260
| New | +$40K | ﹤0.01% | 1723 |
|