Carson Wealth (CWM LLC)’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Buy |
447
+56
| +14% | +$2.51K | ﹤0.01% | 3906 |
|
|
2025
Q1 | $18K | Buy |
391
+357
| +1,050% | +$16.4K | ﹤0.01% | 3750 |
|
|
2024
Q4 | $2K | Sell |
34
-725
| -96% | -$42.6K | ﹤0.01% | 4551 |
|
|
2024
Q3 | $35K | Buy |
759
+704
| +1,280% | +$32.5K | ﹤0.01% | 2969 |
|
|
2024
Q2 | $2K | Sell |
55
-45
| -45% | -$1.64K | ﹤0.01% | 4221 |
|
|
2024
Q1 | $5K | Sell |
100
-559
| -85% | -$28K | ﹤0.01% | 3663 |
|
|
2023
Q4 | $30K | Buy |
659
+604
| +1,098% | +$27.5K | ﹤0.01% | 2511 |
|
|
2023
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 3818 |
|
|
2023
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 3643 |
|
|
2023
Q1 | $3K | Sell |
55
-5
| -8% | -$273 | ﹤0.01% | 3520 |
|
|
2022
Q4 | $3K | Buy |
60
+5
| +9% | +$250 | ﹤0.01% | 3421 |
|
|
2022
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 3471 |
|
|
2022
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 3198 |
|
|
2022
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 3031 |
|
|
2021
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 2979 |
|
|
2021
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 2510 |
|
|
2021
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 2510 |
|
|
2020
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 2510 |
|
|
2020
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 2510 |
|
|
2020
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 2510 |
|
|
2020
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 2510 |
|
|
2019
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 2510 |
|
|
2019
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 2510 |
|
|
2019
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 2510 |
|
|
2019
Q1 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 2510 |
|