Carson Wealth (CWM LLC)’s VanEck HIP Sustainable Muni ETF SMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-253
| Closed | -$11K | – | 5283 |
|
|
2025
Q1 | $11K | Hold |
253
| – | – | ﹤0.01% | 4067 |
|
|
2024
Q4 | $12K | Hold |
253
| – | – | ﹤0.01% | 3774 |
|
|
2024
Q3 | $12K | Hold |
253
| – | – | ﹤0.01% | 3693 |
|
|
2024
Q2 | $12K | Hold |
253
| – | – | ﹤0.01% | 3453 |
|
|
2024
Q1 | $12K | Hold |
253
| – | – | ﹤0.01% | 3242 |
|
|
2023
Q4 | $12K | Hold |
253
| – | – | ﹤0.01% | 3096 |
|
|
2023
Q3 | $11K | Hold |
253
| – | – | ﹤0.01% | 3092 |
|
|
2023
Q2 | $12K | Hold |
253
| – | – | ﹤0.01% | 2988 |
|
|
2023
Q1 | $12K | Buy |
+253
| New | +$12K | ﹤0.01% | 2861 |
|