Carson Wealth (CWM LLC)
MHD icon

Carson Wealth (CWM LLC)’s BlackRock MuniHoldings Fund MHD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MHD Stock Details MHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.7K Buy
+2,367
New +$27.8K ﹤0.01% 4252
2025
Q2 		– Sell
-116
Closed -$1K – 5229
2025
Q1 		$1K Sell
116
-16
-12% -$191 ﹤0.01% 4942
2024
Q4 		$2K Sell
132
-73
-36% -$899 ﹤0.01% 4567
2024
Q3 		$3K Sell
205
-30
-13% -$369 ﹤0.01% 4292
2024
Q2 		$3K Sell
235
-607
-72% -$7.14K ﹤0.01% 4088
2024
Q1 		$10K Buy
842
+50
+6% +$597 ﹤0.01% 3341
2023
Q4 		$9K Hold
792
– – ﹤0.01% 3246
2023
Q3 		$8K Buy
792
+556
+236% +$6.29K ﹤0.01% 3253
2023
Q2 		$3K Buy
236
+51
+28% +$593 ﹤0.01% 3664
2023
Q1 		$2K Sell
185
-31
-14% -$372 ﹤0.01% 3673
2022
Q4 		$3K Buy
216
+162
+300% +$1.86K ﹤0.01% 3435
2022
Q3 		$1K Buy
54
+23
+74% +$295 ﹤0.01% 3696
2022
Q2 		$0 Buy
+31
New +$405 ﹤0.01% 3985
2018
Q2 		– Sell
-16
Closed – – 1738
2018
Q1 		$0 Buy
+16
New +$252 ﹤0.01% 1490

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