Carson Wealth (CWM LLC)’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Hold |
311
| – | – | ﹤0.01% | 4881 |
|
|
2025
Q1 | $2K | Hold |
311
| – | – | ﹤0.01% | 4755 |
|
|
2024
Q4 | $2K | Hold |
311
| – | – | ﹤0.01% | 4544 |
|
|
2024
Q3 | $2K | Buy |
+311
| New | +$2K | ﹤0.01% | 4401 |
|
|
2024
Q2 | – | Sell |
-1,064
| Closed | -$6K | – | 4732 |
|
|
2024
Q1 | $6K | Hold |
1,064
| – | – | ﹤0.01% | 3576 |
|
|
2023
Q4 | $5K | Buy |
+1,064
| New | +$5K | ﹤0.01% | 3509 |
|
|
2023
Q3 | – | Sell |
-93
| Closed | – | – | 4316 |
|
|
2023
Q2 | $0 | Sell |
93
-4,907
| -98% | – | ﹤0.01% | 4292 |
|
|
2023
Q1 | $26K | Buy |
5,000
+4,795
| +2,339% | +$24.9K | ﹤0.01% | 2318 |
|
|
2022
Q4 | $1K | Hold |
205
| – | – | ﹤0.01% | 3752 |
|
|
2022
Q3 | $1K | Hold |
205
| – | – | ﹤0.01% | 3659 |
|
|
2022
Q2 | $1K | Buy |
+205
| New | +$1K | ﹤0.01% | 3545 |
|
|
2022
Q1 | – | Sell |
-18
| Closed | – | – | 3654 |
|
|
2021
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 3535 |
|
|
2021
Q2 | $0 | Hold |
54
| – | – | ﹤0.01% | 2926 |
|
|
2021
Q1 | $0 | Hold |
54
| – | – | ﹤0.01% | 2926 |
|
|
2020
Q4 | $0 | Hold |
54
| – | – | ﹤0.01% | 2926 |
|
|
2020
Q3 | $0 | Hold |
54
| – | – | ﹤0.01% | 2926 |
|
|
2020
Q2 | $0 | Hold |
54
| – | – | ﹤0.01% | 2926 |
|
|
2020
Q1 | $0 | Hold |
54
| – | – | ﹤0.01% | 2926 |
|
|
2019
Q4 | $0 | Hold |
54
| – | – | ﹤0.01% | 2926 |
|
|
2019
Q3 | $0 | Hold |
54
| – | – | ﹤0.01% | 2926 |
|
|
2019
Q2 | $0 | Hold |
54
| – | – | ﹤0.01% | 2926 |
|
|
2019
Q1 | $0 | Sell |
54
-227,607
| -100% | – | ﹤0.01% | 3059 |
|
|
2018
Q4 | $1.33M | Buy |
+227,661
| New | +$1.33M | 0.03% | 330 |
|