Carson Wealth (CWM LLC)’s iShares Government/Credit Bond ETF GBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-171
| Closed | -$18K | – | 4925 |
|
|
2024
Q2 | $18K | Sell |
171
-1
| -0.6% | -$105 | ﹤0.01% | 3176 |
|
|
2024
Q1 | $18K | Buy |
172
+92
| +115% | +$9.63K | ﹤0.01% | 2965 |
|
|
2023
Q4 | $8K | Hold |
80
| – | – | ﹤0.01% | 3278 |
|
|
2023
Q3 | $8K | Sell |
80
-197
| -71% | -$19.7K | ﹤0.01% | 3237 |
|
|
2023
Q2 | $29K | Buy |
277
+80
| +41% | +$8.38K | ﹤0.01% | 2389 |
|
|
2023
Q1 | $21K | Sell |
197
-133
| -40% | -$14.2K | ﹤0.01% | 2466 |
|
|
2022
Q4 | $34K | Buy |
330
+7
| +2% | +$721 | ﹤0.01% | 1995 |
|
|
2022
Q3 | $33K | Buy |
+323
| New | +$33K | ﹤0.01% | 1882 |
|