Carson Wealth (CWM LLC)’s abrdn National Municipal Income Fund VFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85K | Hold |
8,752
| – | – | ﹤0.01% | 2860 |
|
|
2025
Q1 | $89K | Sell |
8,752
-375
| -4% | -$3.81K | ﹤0.01% | 2516 |
|
|
2024
Q4 | $92K | Buy |
9,127
+1,847
| +25% | +$18.6K | ﹤0.01% | 2341 |
|
|
2024
Q3 | $81K | Hold |
7,280
| – | – | ﹤0.01% | 2336 |
|
|
2024
Q2 | $77K | Hold |
7,280
| – | – | ﹤0.01% | 2165 |
|
|
2024
Q1 | $75K | Hold |
7,280
| – | – | ﹤0.01% | 2045 |
|
|
2023
Q4 | $74K | Sell |
7,280
-249
| -3% | -$2.53K | ﹤0.01% | 1939 |
|
|
2023
Q3 | $65K | Hold |
7,529
| – | – | ﹤0.01% | 1910 |
|
|
2023
Q2 | $76K | Hold |
7,529
| – | – | ﹤0.01% | 1714 |
|
|
2023
Q1 | $80K | Hold |
7,529
| – | – | ﹤0.01% | 1607 |
|
|
2022
Q4 | $78K | Sell |
7,529
-769
| -9% | -$7.97K | ﹤0.01% | 1497 |
|
|
2022
Q3 | $90K | Sell |
8,298
-1,289
| -13% | -$14K | ﹤0.01% | 1384 |
|
|
2022
Q2 | $108K | Hold |
9,587
| – | – | ﹤0.01% | 1288 |
|
|
2022
Q1 | $121K | Sell |
9,587
-21
| -0.2% | -$265 | ﹤0.01% | 1258 |
|
|
2021
Q4 | $136K | Buy |
+9,608
| New | +$136K | ﹤0.01% | 1183 |
|
|
2021
Q2 | $136K | Hold |
9,608
| – | – | ﹤0.01% | 1026 |
|
|
2021
Q1 | $136K | Hold |
9,608
| – | – | ﹤0.01% | 1026 |
|
|
2020
Q4 | $136K | Hold |
9,608
| – | – | ﹤0.01% | 1026 |
|
|
2020
Q3 | $136K | Hold |
9,608
| – | – | ﹤0.01% | 1026 |
|
|
2020
Q2 | $136K | Hold |
9,608
| – | – | ﹤0.01% | 1026 |
|
|
2020
Q1 | $136K | Hold |
9,608
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q4 | $136K | Hold |
9,608
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q3 | $136K | Hold |
9,608
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q2 | $136K | Hold |
9,608
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q1 | $136K | Buy |
+9,608
| New | +$136K | ﹤0.01% | 1026 |
|