Carson Wealth (CWM LLC)’s BlackRock MuniHoldings Fund MHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-116
| Closed | -$1K | – | 5222 |
|
|
2025
Q1 | $1K | Sell |
116
-16
| -12% | -$138 | ﹤0.01% | 4934 |
|
|
2024
Q4 | $2K | Sell |
132
-73
| -36% | -$1.11K | ﹤0.01% | 4565 |
|
|
2024
Q3 | $3K | Sell |
205
-30
| -13% | -$439 | ﹤0.01% | 4290 |
|
|
2024
Q2 | $3K | Sell |
235
-607
| -72% | -$7.75K | ﹤0.01% | 4086 |
|
|
2024
Q1 | $10K | Buy |
842
+50
| +6% | +$594 | ﹤0.01% | 3339 |
|
|
2023
Q4 | $9K | Hold |
792
| – | – | ﹤0.01% | 3243 |
|
|
2023
Q3 | $8K | Buy |
792
+556
| +236% | +$5.62K | ﹤0.01% | 3250 |
|
|
2023
Q2 | $3K | Buy |
236
+51
| +28% | +$648 | ﹤0.01% | 3658 |
|
|
2023
Q1 | $2K | Sell |
185
-31
| -14% | -$335 | ﹤0.01% | 3667 |
|
|
2022
Q4 | $3K | Buy |
216
+162
| +300% | +$2.25K | ﹤0.01% | 3432 |
|
|
2022
Q3 | $1K | Buy |
54
+23
| +74% | +$426 | ﹤0.01% | 3685 |
|
|
2022
Q2 | $0 | Buy |
+31
| New | – | ﹤0.01% | 3962 |
|
|
2018
Q2 | – | Sell |
-16
| Closed | – | – | 1734 |
|
|
2018
Q1 | $0 | Buy |
+16
| New | – | ﹤0.01% | 1489 |
|