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Carson Wealth (CWM LLC)’s
Invesco Trust Investment Grade Municipals
VGM
Stock Holding History
Carson Wealth (CWM LLC)’s Portfolio
VGM Stock Details
VGM Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
–
Sell
-884
Closed
-$11K
–
1321
2017
Q1
$11K
Hold
884
–
–
﹤0.01%
730
2016
Q4
$11K
Hold
884
–
–
﹤0.01%
712
2016
Q3
$12K
Hold
884
–
–
﹤0.01%
663
2016
Q2
$13K
Buy
+884
New
+$13K
﹤0.01%
525
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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