Carson Wealth (CWM LLC)’s BlackRock MuniVest Fund MVF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Buy |
+966
| New | +$6K | ﹤0.01% | 4544 |
|
|
2024
Q4 | – | Sell |
-657
| Closed | -$5K | – | 5063 |
|
|
2024
Q3 | $5K | Sell |
657
-100
| -13% | -$761 | ﹤0.01% | 4111 |
|
|
2024
Q2 | $5K | Hold |
757
| – | – | ﹤0.01% | 3879 |
|
|
2024
Q1 | $5K | Buy |
757
+657
| +657% | +$4.34K | ﹤0.01% | 3674 |
|
|
2023
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 3978 |
|
|
2023
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 4018 |
|
|
2023
Q2 | – | Sell |
-1,500
| Closed | -$10K | – | 4349 |
|
|
2023
Q1 | $10K | Sell |
1,500
-9
| -0.6% | -$60 | ﹤0.01% | 2952 |
|
|
2022
Q4 | $11K | Hold |
1,509
| – | – | ﹤0.01% | 2754 |
|
|
2022
Q3 | $10K | Hold |
1,509
| – | – | ﹤0.01% | 2683 |
|
|
2022
Q2 | $11K | Buy |
+1,509
| New | +$11K | ﹤0.01% | 2523 |
|